Summit Wealth Partners, LLC Vanguard Sht Term Corp Bd ETF Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 23,244 shares of VCSH stock, worth $1.85 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
23,244
Previous 24,302
4.35%
Holding current value
$1.85 Million
Previous $1.88 Billion
4.4%
% of portfolio
0.37%
Previous 0.4%
Shares
14 transactions
Others Institutions Holding VCSH
# of Institutions
1,339Shares Held
314MCall Options Held
6.5KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC51.3MShares$4.07 Billion0.35% of portfolio
-
Prudential PLC London, England, X021.9MShares$1.74 Billion11.89% of portfolio
-
Morgan Stanley New York, NY17MShares$1.35 Billion0.1% of portfolio
-
Japan Science & Technology Agency Tokyo, M016MShares$1.27 Billion17.22% of portfolio
-
Envestnet Asset Management Inc8.44MShares$670 Million0.23% of portfolio