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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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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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 |
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