Summit Wealth Group, LLC Vanguard Lg Trm Corp Bd ETF Transaction History

Summit Wealth Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$76.25 - $80.1 $1,982 - $2,082	26 Added 0.95%	2,749 $215,000
Q4 2023 Jan 30, 2024	BUY	$67.66 - $81.06 $184,238 - $220,726	2,723 New	2,723 $218,000
Q1 2023 May 10, 2023	BUY	$75.56 - $82.45 $1.85 Million - $2.02 Million	24,474 New	24,474 $0
Q3 2021 Nov 12, 2021	SELL	$105.58 - $109.79 $64,826 - $67,411	-614 Closed	0 $0
Q1 2021 May 11, 2021	BUY	$98.85 - $110.32 $60,693 - $67,736	614 New	614 $62,000

346

134M

52.4K

58K

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