Summit Wealth Partners, LLC Vanguard Mega Cap Value Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,954 shares of MGV stock, worth $512,873. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,954
Previous 3,954 -0.0%
Holding current value
$512,873
Previous $469 Million 8.25%
% of portfolio
0.1%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Sep 11, 2024
SELL
$101.4 - $107.46 $52,525 - $55,664
-518 Reduced 11.58%
3,954 $401 Million
Q1 2023

Sep 11, 2024
SELL
$97.0 - $105.37 $158,110 - $171,753
-1,630 Reduced 26.71%
4,472 $452 Million
Q4 2022

Sep 11, 2024
BUY
$90.82 - $106.81 $148,036 - $174,100
1,630 Added 36.45%
6,102 $628 Million
Q3 2022

Sep 11, 2024
BUY
$89.91 - $103.89 $55,024 - $63,580
612 Added 15.85%
4,472 $402 Million
Q2 2022

Sep 11, 2024
SELL
$93.26 - $109.21 $41,967 - $49,144
-450 Reduced 10.44%
3,860 $371 Million
Q1 2022

Sep 11, 2024
SELL
$101.98 - $109.31 $4,589 - $4,918
-45 Reduced 1.03%
4,310 $463 Million
Q4 2021

Sep 10, 2024
BUY
$98.51 - $106.97 $1,280 - $1,390
13 Added 0.3%
4,355 $465 Million
Q3 2020

Sep 10, 2024
BUY
$72.37 - $80.17 $72,370 - $80,170
1,000 Added 29.92%
4,342 $333 Million
Q2 2020

Sep 10, 2024
SELL
$63.17 - $80.68 $86,606 - $110,612
-1,371 Reduced 29.09%
3,342 $245 Million
Q4 2019

Sep 09, 2024
BUY
$78.27 - $87.77 $368,886 - $413,660
4,713 New
4,713 $411 Million

Others Institutions Holding MGV

# of Institutions
440
Shares Held
48.1M
Call Options Held
10.6K
Put Options Held
300
View Full List

About VANGUARD MEGA CAP VALUE

MGV Quotes by TradingView
  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email