Summit Wealth Partners, LLC Vanguard Sht Term Corp Bd ETF Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 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 22,439 shares of VCSH stock, worth $1.75 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
22,439
Previous 23,244
3.46%
Holding current value
$1.75 Million
Previous $1.8 Billion
0.78%
% of portfolio
0.34%
Previous 0.37%
Shares
15 transactions
Others Institutions Holding VCSH
# of Institutions
1,360Shares Held
311MCall Options Held
7.7KPut Options Held
5.1K-
Bank Of America Corp Charlotte, NC51.7MShares$4.04 Billion0.35% of portfolio
-
Prudential PLC London, England, X021.1MShares$1.65 Billion8.54% of portfolio
-
Morgan Stanley New York, NY16.8MShares$1.31 Billion0.1% of portfolio
-
Japan Science & Technology Agency Tokyo, M014.6MShares$1.14 Billion15.35% of portfolio
-
Envestnet Asset Management Inc7.27MShares$568 Million0.19% of portfolio