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Vanguard Intermediate-Term Bond ETF shares owned by Summit Wealth Group

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group investment in Vanguard Intermediate-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate-Term Bond ETF held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $456k 5.8k 78.30
2024-06-30 $461k 6.2k 74.94
2023-06-30 $563k 7.5k 75.18
2023-03-31 $10k 793k 0.01
2020-12-31 $5.7M 61k 92.84
2020-09-30 $4.2M 45k 93.47
2020-06-30 $4.1M 45k 93.20
2020-03-31 $4.0M 44k 89.34
2019-12-31 $3.6M 41k 87.21