Summit Wealth Group, LLC Vanguard World Fd Esg U S Corp Transaction History
Summit Wealth Group, LLC
- $342 Million
- Q1 2025
A detailed history of Summit Wealth Group, LLC transactions in Vanguard World Fd Esg U S Corp stock. As of the latest transaction made, Summit Wealth Group, LLC holds 5,602 shares of VCEB stock, worth $351,021. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,602
Previous 5,602
-0.0%
Holding current value
$351,021
Previous $347,000
1.44%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VCEB
# of Institutions
106Shares Held
5.82MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA1.3MShares$81.3 Million0.0% of portfolio
-
Varma Mutual Pension Insurance CO Varma, H91.1MShares$68.9 Million0.76% of portfolio
-
Essential Planning, Llc. Portsmouth, NH412KShares$25.8 Million0.17% of portfolio
-
Banco Bilbao Vizcaya Argentaria, S.A.316KShares$19.8 Million0.21% of portfolio
-
Truist Financial Corp265KShares$16.6 Million0.03% of portfolio