Summit Wealth Group, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Summit Wealth Group, LLC

  • $342 Million
  • Q1 2025

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Summit Wealth Group, LLC holds 4,204 shares of BIV stock, worth $317,275. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,204
Previous 4,782 12.09%
Holding current value
$317,275
Previous $357,000 9.8%
% of portfolio
0.09%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$73.78 - $76.59 $42,644 - $44,269
-578 Reduced 12.09%
4,204 $322,000
Q4 2024

Feb 04, 2025
SELL
$74.5 - $78.37 $77,629 - $81,661
-1,042 Reduced 17.89%
4,782 $357,000
Q3 2024

Nov 08, 2024
SELL
$74.26 - $78.84 $24,357 - $25,859
-328 Reduced 5.33%
5,824 $456,000
Q2 2024

Jul 31, 2024
BUY
$73.13 - $75.43 $449,895 - $464,045
6,152 New
6,152 $461,000
Q2 2023

Jul 26, 2023
SELL
$74.96 - $77.47 $58.9 Million - $60.9 Million
-785,791 Reduced 99.06%
7,489 $563,000
Q1 2023

May 10, 2023
BUY
$73.57 - $77.31 $58.4 Million - $61.3 Million
793,280 New
793,280 $10,000
Q1 2021

May 11, 2021
SELL
$88.61 - $92.83 $5.44 Million - $5.7 Million
-61,427 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$92.55 - $93.62 $1.54 Million - $1.56 Million
16,685 Added 37.29%
61,427 $5.7 Million
Q3 2020

Nov 06, 2020
BUY
$93.08 - $94.37 $26,807 - $27,178
288 Added 0.65%
44,742 $4.18 Million
Q2 2020

Aug 06, 2020
BUY
$88.97 - $93.19 $8,541 - $8,946
96 Added 0.22%
44,454 $4.14 Million
Q1 2020

May 12, 2020
BUY
$83.77 - $92.22 $298,304 - $328,395
3,561 Added 8.73%
44,358 $3.96 Million
Q4 2019

Feb 10, 2020
BUY
$86.78 - $88.73 $3.54 Million - $3.62 Million
40,797 New
40,797 $3.56 Million

Others Institutions Holding BIV

# of Institutions
1,006
Shares Held
190M
Call Options Held
8.6K
Put Options Held
6K
View Full List

About VANGUARD BD INDEX FD INC INTER

BIV Quotes by TradingView
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