Ownership history in Stone Summit Wealth LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Stone Summit Wealth LLC reported a position in VANGUARD BD INDEX FDS (BSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 152,511 | +22,891 | +17.7% | 3.26% | $12.0M | $78.30 |
| 2025 Q3 | ADDED | 129,620 | +43,865 | +51.2% | 2.90% | $10.2M | $77.38 |
| 2025 Q2 | ADDED | 85,755 | +3,064 | +3.7% | 2.09% | $6.7M | $76.42 |
| 2025 Q1 | REDUCED | 82,691 | -726 | -0.9% | 2.19% | $6.5M | $75.30 |
| 2024 Q4 | ADDED | 83,417 | +6,686 | +8.7% | 2.16% | $6.4M | $73.88 |
| 2024 Q3 | ADDED | 76,731 | +10,298 | +15.5% | 1.95% | $6.0M | $74.34 |
| 2024 Q2 | ADDED | 66,433 | +4,226 | +6.8% | 1.83% | $5.1M | $71.83 |
| 2024 Q1 | ADDED | 62,207 | +12,264 | +24.6% | 1.66% | $4.8M | $71.22 |
| 2023 Q4 | REDUCED | 49,943 | -152 | -0.3% | 1.48% | $3.8M | $71.18 |
| 2023 Q3 | ADDED | 50,095 | +6,315 | +14.4% | 1.61% | $3.8M | $68.80 |
As of 2025 Q4 — sorted by position size