Vanguard Short-Term Bond ETF shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Vanguard Short-Term Bond ETF
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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 14k | 78.70 |
| 2024-06-30 | $1.1M | 15k | 76.70 |
| 2023-06-30 | $1.3M | 17k | 75.57 |
| 2023-03-31 | $22k | 1.7M | 0.01 |
| 2021-09-30 | $419k | 5.1k | 81.88 |
| 2020-12-31 | $9.8M | 119k | 82.90 |
| 2020-09-30 | $7.7M | 93k | 83.05 |
| 2020-06-30 | $7.6M | 91k | 83.12 |
| 2020-03-31 | $7.4M | 91k | 82.18 |
| 2019-12-31 | $6.7M | 83k | 80.62 |