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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

Jan 2020Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 202405M10M15M20M0100k200k
Value ($)Share countHistorical BIV position of Summit Wealth & … Source: stockzoa.comValue ($)Share count

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All positions including Vanguard Intermediate-Term Bond ETF held by Summit Wealth & Retirement Planning 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 & Retirement Planning

Quarter filed Position value Share count Share price at filing
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