Summit Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 25,494 shares of BSV stock, worth $1.97 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

25,494

Previous 25,890 1.53%

Holding current value

$1.97 Million

Previous $2.04 Billion 3.31%

% of portfolio

0.4%

Previous 0.39%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$77.02 - $78.58 $30,499 - $31,117	-396 Reduced 1.53%	25,494 $1.97 Billion
Q3 2024 Oct 28, 2024	BUY	$76.38 - $78.87 $30,857 - $31,863	404 Added 1.59%	25,890 $2.04 Billion
Q2 2024 Sep 11, 2024	SELL	$75.81 - $76.76 $57,918 - $58,644	-764 Reduced 2.91%	25,486 $1.95 Billion
Q1 2024 Sep 11, 2024	SELL	$76.34 - $77.25 $66,034 - $66,821	-865 Reduced 3.19%	26,250 $2.01 Billion
Q4 2023 Sep 11, 2024	SELL	$74.64 - $77.03 $373,797 - $385,766	-5,008 Reduced 15.59%	27,115 $2.09 Billion
Q3 2023 Sep 11, 2024	SELL	$74.97 - $75.93 $46,256 - $46,848	-617 Reduced 1.88%	32,123 $2.41 Billion
Q2 2023 Sep 11, 2024	SELL	$75.52 - $76.97 $175,508 - $178,878	-2,324 Reduced 6.63%	32,740 $2.47 Billion
Q1 2023 Sep 11, 2024	SELL	$74.67 - $76.76 $40,396 - $41,527	-541 Reduced 1.52%	35,064 $2.68 Billion
Q4 2022 Sep 11, 2024	SELL	$74.07 - $75.87 $331,389 - $339,442	-4,474 Reduced 11.16%	35,605 $2.68 Billion
Q3 2022 Sep 11, 2024	BUY	$74.52 - $77.47 $139,575 - $145,101	1,873 Added 4.9%	40,079 $3 Billion
Q2 2022 Sep 11, 2024	BUY	$75.68 - $77.74 $2.48 Million - $2.55 Million	32,822 Added 609.62%	38,206 $2.93 Billion
Q1 2022 Sep 11, 2024	BUY	$77.66 - $80.73 $29,821 - $31,000	384 Added 7.68%	5,384 $419 Million
Q4 2021 Sep 10, 2024	BUY	$80.78 - $81.98 $76,579 - $77,717	948 Added 23.4%	5,000 $404 Million
Q3 2020 Sep 10, 2024	BUY	$82.96 - $83.3 $28,870 - $28,988	348 Added 9.4%	4,052 $337 Million
Q4 2019 Sep 09, 2024	BUY	$80.41 - $81.14 $297,838 - $300,542	3,704 New	3,704 $299 Million

Others Institutions Holding BSV

# of Institutions

1,298

Shares Held

383M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Summit Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History