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Vanguard Intermediate Tm Cpte Bd ETF shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Vanguard Intermediate Tm Cpte Bd ETF (VCIT) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Vanguard Intermediate Tm Cpte Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate Tm Cpte Bd ETF held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate Tm Cpte Bd ETF by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 20k 83.75
2024-06-30 $1.5M 18k 79.93
2024-03-31 $1.2M 14k 80.51
2023-12-31 $1.1M 13k 81.28
2023-09-30 $530k 7.0k 75.98
2023-06-30 $461k 5.8k 79.03
2023-03-31 $470k 5.9k 80.23
2022-12-31 $663k 8.6k 77.51