Summit Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 82,664 shares of VYM stock, worth $10.9 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
82,664
Previous 83,442 0.93%
Holding current value
$10.9 Million
Previous $9.9 Billion 7.09%
% of portfolio
2.04%
Previous 2.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$117.9 - $128.2 $91,726 - $99,739
-778 Reduced 0.93%
82,664 $10.6 Billion
Q2 2024

Sep 11, 2024
SELL
$114.71 - $121.51 $575,500 - $609,615
-5,017 Reduced 5.67%
83,442 $9.9 Billion
Q1 2024

Sep 11, 2024
SELL
$109.98 - $120.99 $87,434 - $96,187
-795 Reduced 0.89%
88,459 $10.7 Billion
Q4 2023

Sep 11, 2024
SELL
$98.71 - $111.84 $458,113 - $519,049
-4,641 Reduced 4.94%
89,254 $9.96 Billion
Q3 2023

Sep 11, 2024
BUY
$103.32 - $110.34 $140,721 - $150,283
1,362 Added 1.47%
93,895 $9.7 Billion
Q2 2023

Sep 11, 2024
SELL
$101.36 - $107.68 $202,517 - $215,144
-1,998 Reduced 2.11%
92,533 $9.81 Billion
Q1 2023

Sep 11, 2024
BUY
$100.82 - $111.44 $67,146 - $74,219
666 Added 0.71%
94,531 $9.97 Billion
Q4 2022

Sep 11, 2024
BUY
$96.14 - $113.15 $104,023 - $122,428
1,082 Added 1.17%
93,865 $10.2 Billion
Q3 2022

Sep 11, 2024
SELL
$94.88 - $110.28 $72,867 - $84,695
-768 Reduced 0.82%
92,783 $8.8 Billion
Q2 2022

Sep 11, 2024
SELL
$99.2 - $114.57 $662,556 - $765,213
-6,679 Reduced 6.66%
93,551 $9.51 Billion
Q1 2022

Sep 11, 2024
SELL
$107.24 - $115.01 $486,869 - $522,145
-4,540 Reduced 4.33%
100,230 $11.3 Billion
Q4 2021

Sep 10, 2024
BUY
$104.33 - $112.16 $10,850 - $11,664
104 Added 0.1%
104,770 $11.7 Billion
Q3 2021

Sep 10, 2024
BUY
$102.3 - $108.36 $460,554 - $487,836
4,502 Added 4.49%
104,666 $10.8 Billion
Q2 2021

Sep 10, 2024
BUY
$101.6 - $107.95 $185,623 - $197,224
1,827 Added 1.86%
100,164 $10.5 Billion
Q1 2021

Sep 10, 2024
BUY
$90.4 - $101.83 $633,613 - $713,726
7,009 Added 7.67%
98,337 $9.94 Billion
Q4 2020

Sep 10, 2024
BUY
$78.88 - $92.1 $604,930 - $706,314
7,669 Added 9.17%
91,328 $8.36 Billion
Q3 2020

Sep 10, 2024
BUY
$77.57 - $85.18 $149,942 - $164,652
1,933 Added 2.37%
83,659 $6.77 Billion
Q2 2020

Sep 10, 2024
BUY
$67.79 - $86.78 $34,979 - $44,778
516 Added 0.64%
81,726 $6.44 Billion
Q1 2020

Sep 10, 2024
BUY
$60.97 - $94.78 $722,555 - $1.12 Million
11,851 Added 17.09%
81,210 $5.75 Billion
Q4 2019

Sep 09, 2024
BUY
$85.84 - $94.47 $5.95 Million - $6.55 Million
69,359 New
69,359 $6.5 Billion

Others Institutions Holding VYM

# of Institutions
1,773
Shares Held
176M
Call Options Held
1.59M
Put Options Held
378K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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