Vanguard Intermediate-Term Bond ETF shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Vanguard Intermediate-Term Bond ETF
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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $209k | 2.7k | 78.09 |
| 2024-12-31 | $312k | 4.2k | 74.73 |
| 2024-09-30 | $530k | 6.8k | 78.37 |
| 2024-06-30 | $780k | 10k | 74.89 |
| 2024-03-31 | $854k | 11k | 75.40 |
| 2023-12-31 | $896k | 12k | 76.38 |
| 2023-09-30 | $17M | 233k | 72.31 |
| 2023-06-30 | $20M | 262k | 75.23 |
| 2023-03-31 | $20M | 264k | 76.74 |
| 2022-12-31 | $21M | 275k | 74.32 |
| 2022-09-30 | $20M | 274k | 73.48 |
| 2022-06-30 | $22M | 284k | 77.65 |
| 2022-03-31 | $23M | 278k | 81.90 |
| 2021-12-31 | $24M | 270k | 87.62 |
| 2021-09-30 | $23M | 254k | 89.44 |
| 2021-06-30 | $22M | 240k | 89.96 |
| 2021-03-31 | $21M | 238k | 88.73 |
| 2020-12-31 | $21M | 226k | 92.85 |
| 2020-09-30 | $20M | 217k | 93.48 |
| 2020-06-30 | $19M | 207k | 93.19 |
| 2020-03-31 | $19M | 207k | 89.33 |
| 2019-12-31 | $17M | 198k | 87.22 |
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