Summit Wealth Group, LLC Vanguard World Fd Esg U S Corp Transaction History

Summit Wealth Group, LLC

$347 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$60.51 - $63.64 $12.5 Million - $13.2 Million	206,910 New	206,910 $3,000

Others Institutions Holding VCEB

# of Institutions

86

Shares Held

3.66M

Call Options Held

0

Put Options Held

0

Vanguard Group Inc Valley Forge, PA

1.09M
Shares

$67.9 Million
0.0% of portfolio
Banco Bilbao Vizcaya Argentaria, S.A.

332K
Shares

$20.7 Million
0.25% of portfolio
Truist Financial Corp

236K
Shares

$14.7 Million
0.02% of portfolio
Envestnet Asset Management Inc

222K
Shares

$13.9 Million
0.0% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

193K
Shares

$12.1 Million
0.64% of portfolio

About VANGUARD WORLD FD ESG U S CORP

Ticker VCEB
Sector ETFs
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