Summit Wealth Group, LLC BLV Holdings History
Summit Wealth Group, LLC's Vanguard Long-Term Bond ETF Holding Summary
As of 2025-03-31, Summit Wealth Group, LLC held 13,335.00 shares of Vanguard Long-Term Bond ETF(BLV), totaling $940,000.00. This investment constitutes 0.27% of their stock portfolio, and Summit Wealth Group, LLC now holds 0.02% of the outstanding Vanguard Long-Term Bond ETF(BLV) stock.
The initial trade took place in 2019Q4. And since then Summit Wealth Group, LLC has made 5 purchases of BLV, at an average price of $75.54, for a total of 871,660.00 shares. In addition, there have been 9 sales at an average price of $75.87 for 858,325.00 shares. Based on historical transaction data and BLV's current price of $68.53, Summit Wealth Group, LLC's estimated gain on his BLV holdings is $192,563.53, reflecting a 0.29% gain to date.
Summit Wealth Group, LLC BLV ($68.53) Holding Chart
Summit Wealth Group, LLC BLV ($68.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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