Vanguard Short-Term Bond ETF shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Vanguard Short-Term Bond ETF
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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 19k | 77.02 |
| 2023-09-30 | $829k | 11k | 75.17 |
| 2023-06-30 | $837k | 11k | 75.57 |
| 2023-03-31 | $932k | 12k | 76.49 |
| 2022-12-31 | $964k | 13k | 75.28 |
| 2022-09-30 | $3.6M | 49k | 74.81 |
| 2022-06-30 | $586k | 7.6k | 76.82 |
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