Ownership history in Summit Wealth Group, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in VANGUARD BD INDEX FD INC (BLV). 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 | 127,842 | +3,741 | +3.0% | 2.08% | $8.9M | $69.00 |
| 2025 Q3 | ADDED | 124,101 | +5,943 | +5.0% | 2.13% | $8.8M | $69.25 |
| 2025 Q2 | ADDED | 118,158 | +104,823 | +786.1% | 2.11% | $8.2M | $67.16 |
| 2025 Q1 | ADDED | 13,335 | +9,114 | +215.9% | 0.27% | $939K | $67.21 |
| 2024 Q4 | REDUCED | 4,221 | -843 | -16.6% | 0.08% | $289K | $64.83 |
| 2024 Q3 | REDUCED | 5,064 | -194 | -3.7% | 0.11% | $381K | $70.16 |
| 2024 Q2 | REDUCED | 5,258 | -1,940 | -27.0% | 0.11% | $370K | $64.88 |
| 2023 Q2 | REDUCED | 7,198 | -809,703 | -99.1% | 0.22% | $539K | $65.89 |
| 2023 Q1 | ADDED | 816,901 | +811,048 | +13857.0% | 0.26% | $11K | $66.73 |
| 2021 Q3 | REDUCED | 5,853 | -24,971 | -81.0% | 0.95% | $599K | $84.34 |
As of 2025 Q4 — sorted by position size