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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Long-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 Long-Term Bond ETF by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $381k 5.1k 75.24
2024-06-30 $370k 5.3k 70.37
2023-06-30 $539k 7.2k 74.88
2023-03-31 $11k 817k 0.01
2021-09-30 $599k 5.9k 102.34
2020-12-31 $3.4M 31k 109.62
2020-09-30 $3.8M 34k 111.85
2020-06-30 $3.8M 34k 111.64
2020-03-31 $3.7M 35k 106.71
2019-12-31 $3.2M 32k 100.33