Summit Wealth Group, LLC Vanguard Bd Index Fd Inc Long 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 Long stock. As of the latest transaction made, Summit Wealth Group, LLC holds 13,335 shares of BLV stock, worth $917,047. This represents 0.27% of its overall portfolio holdings.

Number of Shares

13,335

Previous 4,221 215.92%

Holding current value

$917,047

Previous $289,000 224.91%

% of portfolio

0.27%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$66.9 - $71.57 $609,726 - $652,288	9,114 Added 215.92%	13,335 $939,000
Q4 2024 Feb 04, 2025	SELL	$68.25 - $75.42 $57,534 - $63,579	-843 Reduced 16.65%	4,221 $289,000
Q3 2024 Nov 08, 2024	SELL	$69.16 - $76.64 $13,417 - $14,868	-194 Reduced 3.69%	5,064 $381,000
Q2 2024 Jul 31, 2024	BUY	$67.85 - $72.06 $356,755 - $378,891	5,258 New	5,258 $370,000
Q2 2023 Jul 26, 2023	SELL	$72.8 - $77.78 $58.9 Million - $63 Million	-809,703 Reduced 99.12%	7,198 $539,000
Q1 2023 May 10, 2023	BUY	$72.23 - $78.61 $59 Million - $64.2 Million	816,901 New	816,901 $11,000
Q4 2021 Feb 14, 2022	SELL	$100.51 - $106.41 $588,285 - $622,817	-5,853 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$102.33 - $106.66 $598,937 - $624,280	5,853 New	5,853 $599,000
Q1 2021 May 11, 2021	SELL	$96.21 - $109.25 $2.97 Million - $3.37 Million	-30,824 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$108.9 - $113.64 $371,240 - $387,398	-3,409 Reduced 9.96%	30,824 $3.38 Million
Q3 2020 Nov 06, 2020	SELL	$111.25 - $117.53 $22,250 - $23,506	-200 Reduced 0.58%	34,233 $3.83 Million
Q2 2020 Aug 06, 2020	SELL	$105.17 - $111.65 $10,622 - $11,276	-101 Reduced 0.29%	34,433 $3.84 Million
Q1 2020 May 12, 2020	BUY	$91.55 - $114.49 $239,769 - $299,849	2,619 Added 8.21%	34,534 $3.69 Million
Q4 2019 Feb 10, 2020	BUY	$98.83 - $104.1 $3.15 Million - $3.32 Million	31,915 New	31,915 $3.2 Million

Others Institutions Holding BLV

# of Institutions

409

Shares Held

48.6M

Call Options Held

70.4K

Put Options Held

11.5K

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About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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Summit Wealth Group, LLC Vanguard Bd Index Fd Inc Long Transaction History