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

Summit Wealth Group, LLC

  • $345 Million
  • Q4 2024

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 4,221 shares of BLV stock, worth $297,285. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,221
Previous 5,064 16.65%
Holding current value
$297,285
Previous $381,000 24.15%
% of portfolio
0.08%
Previous 0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
400
Shares Held
70.8M
Call Options Held
17.1K
Put Options Held
28.2K
View Full List

About VANGUARD BD INDEX FD INC LONG

BLV Quotes by TradingView
  • Ticker BLV
  • Sector ETFs
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More about BLV
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