Vanguard Short-Term Bond ETF shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Vanguard Short-Term Bond ETF
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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 26k | 78.69 |
| 2024-06-30 | $2.0M | 26k | 76.70 |
| 2024-03-31 | $2.0M | 26k | 76.67 |
| 2023-12-31 | $2.1M | 27k | 77.02 |
| 2023-09-30 | $2.4M | 32k | 75.17 |
| 2023-06-30 | $2.5M | 33k | 75.57 |
| 2023-03-31 | $2.7M | 35k | 76.49 |
| 2022-12-31 | $2.7M | 36k | 75.28 |
| 2022-09-30 | $3.0M | 40k | 74.82 |
| 2022-06-30 | $2.9M | 38k | 76.79 |
| 2022-03-31 | $419k | 5.4k | 77.90 |
| 2021-12-31 | $404k | 5.0k | 80.83 |
| 2021-09-30 | $332k | 4.1k | 81.94 |
| 2021-06-30 | $333k | 4.1k | 82.16 |
| 2021-03-31 | $333k | 4.1k | 82.19 |
| 2020-12-31 | $336k | 4.1k | 82.90 |
| 2020-09-30 | $337k | 4.1k | 83.05 |
| 2020-06-30 | $308k | 3.7k | 83.12 |
| 2020-03-31 | $304k | 3.7k | 82.18 |
| 2019-12-31 | $299k | 3.7k | 80.61 |