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

Summit Wealth & Retirement Planning, Inc.

$300 Million
Q3 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 6,763 shares of BIV stock, worth $511,418. This represents 0.18% of its overall portfolio holdings.

Number of Shares

6,763

Previous 10,419 35.09%

Holding current value

$511,418

Previous $780,000 32.05%

% of portfolio

0.18%

Previous 0.28%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

900

Shares Held

157M

Call Options Held

Put Options Held

53.2K

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

More about BIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.

Account

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