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
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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 |
|---|---|---|---|
| 2025-09-30 | $316k | 4.0k | 78.08 |
| 2025-06-30 | $300k | 3.9k | 77.30 |
| 2025-03-31 | $322k | 4.2k | 76.59 |
| 2024-12-31 | $357k | 4.8k | 74.66 |
| 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 |
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