Summit Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,690 shares of VTI stock, worth $1.1 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,690
Previous 3,711 0.57%
Holding current value
$1.1 Million
Previous $1.05 Billion 1.76%
% of portfolio
0.22%
Previous 0.2%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$280.04 - $302.45 $5,880 - $6,351
-21 Reduced 0.57%
3,690 $1.07 Billion
Q3 2024

Oct 28, 2024
BUY
$255.18 - $283.2 $85,740 - $95,155
336 Added 9.96%
3,711 $1.05 Billion
Q2 2024

Sep 11, 2024
SELL
$245.23 - $269.4 $8,337 - $9,159
-34 Reduced 1.0%
3,375 $903 Million
Q1 2024

Sep 11, 2024
SELL
$232.77 - $260.14 $6,517 - $7,283
-28 Reduced 0.81%
3,409 $886 Million
Q4 2023

Sep 11, 2024
SELL
$203.12 - $238.25 $55,858 - $65,518
-275 Reduced 7.41%
3,437 $815 Million
Q3 2023

Sep 11, 2024
SELL
$211.41 - $228.35 $9,302 - $10,047
-44 Reduced 1.17%
3,712 $788 Million
Q2 2023

Sep 11, 2024
SELL
$200.75 - $220.28 $63,437 - $69,608
-316 Reduced 7.76%
3,756 $827 Million
Q1 2023

Sep 11, 2024
SELL
$189.85 - $210.01 $101,000 - $111,725
-532 Reduced 11.56%
4,072 $831 Million
Q4 2022

Sep 11, 2024
BUY
$179.3 - $204.18 $160,114 - $182,332
893 Added 24.06%
4,604 $880 Million
Q3 2022

Sep 11, 2024
BUY
$179.47 - $216.24 $34,458 - $41,518
192 Added 5.46%
3,711 $666 Million
Q2 2022

Sep 11, 2024
SELL
$183.02 - $230.52 $101,942 - $128,399
-557 Reduced 13.67%
3,519 $664 Million
Q1 2022

Sep 11, 2024
BUY
$209.9 - $242.97 $22,459 - $25,997
107 Added 2.7%
4,076 $928 Million
Q4 2021

Sep 10, 2024
SELL
$221.73 - $242.96 $107,760 - $118,078
-486 Reduced 10.91%
3,969 $958 Million
Q3 2021

Sep 10, 2024
SELL
$219.23 - $234.37 $25,869 - $27,655
-118 Reduced 2.58%
4,455 $989 Million
Q2 2021

Sep 10, 2024
BUY
$209.28 - $222.82 $17,998 - $19,162
86 Added 1.92%
4,573 $1.02 Billion
Q1 2021

Sep 10, 2024
SELL
$191.87 - $208.85 $111,860 - $121,759
-583 Reduced 11.5%
4,487 $927 Million
Q4 2020

Sep 10, 2024
SELL
$166.99 - $194.64 $905,586 - $1.06 Million
-5,423 Reduced 51.68%
5,070 $987 Million
Q3 2020

Sep 10, 2024
BUY
$157.44 - $181.24 $293,783 - $338,193
1,866 Added 21.63%
10,493 $1.79 Billion
Q2 2020

Sep 10, 2024
BUY
$122.96 - $164.1 $1.06 Million - $1.42 Million
8,627 New
8,627 $1.35 Billion

Others Institutions Holding VTI

# of Institutions
3,223
Shares Held
458M
Call Options Held
1.39M
Put Options Held
611K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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