Summit Wealth & Retirement Planning, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Summit Wealth & Retirement Planning, Inc.

$309 Million
Q4 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 4,180 shares of BIV stock, worth $319,101. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,180

Previous 6,763 38.19%

Holding current value

$319,101

Previous $530,000 41.13%

% of portfolio

0.1%

Previous 0.18%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$74.5 - $78.37 $192,433 - $202,429	-2,583 Reduced 38.19%	4,180 $312,000
Q3 2024 Nov 01, 2024	SELL	$74.26 - $78.84 $271,494 - $288,239	-3,656 Reduced 35.09%	6,763 $530,000
Q2 2024 Aug 06, 2024	SELL	$73.13 - $75.43 $66,402 - $68,490	-908 Reduced 8.02%	10,419 $780,000
Q1 2024 May 09, 2024	SELL	$74.51 - $76.61 $30,176 - $31,027	-405 Reduced 3.45%	11,327 $854,000
Q4 2023 Feb 01, 2024	SELL	$70.49 - $76.74 $15.6 Million - $17 Million	-221,157 Reduced 94.96%	11,732 $896,000
Q3 2023 Oct 25, 2023	SELL	$72.11 - $75.67 $2.09 Million - $2.19 Million	-28,974 Reduced 11.06%	232,889 $16.8 Million
Q2 2023 Jul 26, 2023	SELL	$74.96 - $77.47 $179,154 - $185,153	-2,390 Reduced 0.9%	261,863 $19.7 Million
Q1 2023 May 11, 2023	SELL	$73.57 - $77.31 $816,112 - $857,599	-11,093 Reduced 4.03%	264,253 $20.3 Million
Q4 2022 Feb 09, 2023	BUY	$71.64 - $76.32 $104,164 - $110,969	1,454 Added 0.53%	275,346 $20.5 Million
Q3 2022 Nov 10, 2022	SELL	$72.72 - $79.93 $716,655 - $787,710	-9,855 Reduced 3.47%	273,892 $20.1 Million
Q2 2022 Aug 02, 2022	BUY	$75.37 - $81.44 $468,575 - $506,312	6,217 Added 2.24%	283,747 $22 Million
Q1 2022 May 12, 2022	BUY	$81.03 - $87.06 $593,301 - $637,453	7,322 Added 2.71%	277,530 $22.7 Million
Q4 2021 Feb 03, 2022	BUY	$87.51 - $89.66 $1.44 Million - $1.48 Million	16,503 Added 6.5%	270,208 $23.7 Million
Q3 2021 Nov 12, 2021	BUY	$89.41 - $91.32 $1.2 Million - $1.22 Million	13,390 Added 5.57%	253,705 $22.7 Million
Q2 2021 Aug 13, 2021	BUY	$88.27 - $90.15 $189,603 - $193,642	2,148 Added 0.9%	240,315 $21.6 Million
Q1 2021 May 10, 2021	BUY	$88.61 - $92.83 $1.07 Million - $1.12 Million	12,070 Added 5.34%	238,167 $21.1 Million
Q4 2020 Feb 09, 2021	BUY	$92.55 - $93.62 $848,868 - $858,682	9,172 Added 4.23%	226,097 $21 Million
Q3 2020 Nov 10, 2020	BUY	$93.08 - $94.37 $899,618 - $912,086	9,665 Added 4.66%	216,925 $20.3 Million
Q2 2020 Aug 13, 2020	BUY	$88.97 - $93.19 $34,520 - $36,157	388 Added 0.19%	207,260 $19.3 Million
Q1 2020 May 11, 2020	BUY	$83.77 - $92.22 $712,882 - $784,792	8,510 Added 4.29%	206,872 $18.5 Million
Q4 2019 Feb 10, 2020	BUY	$86.78 - $88.73 $17.2 Million - $17.6 Million	198,362 New	198,362 $17.3 Million

Others Institutions Holding BIV

# of Institutions

991

Shares Held

175M

Call Options Held

4.4K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

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Summit Wealth & Retirement Planning, Inc. Vanguard Bd Index Fd Inc Inter Transaction History