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

Summit Wealth Group, LLC

$398 Million
Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Lg Trm Corp Bd ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 3,068 shares of VCLT stock, worth $241,267. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,068

Previous 3,186 3.7%

Holding current value

$241,267

Previous $242,000 1.65%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$73.94 - $78.51 $8,724 - $9,264	-118 Reduced 3.7%	3,068 $238,000
Q4 2024 Feb 04, 2025	BUY	$74.68 - $81.45 $237,930 - $259,499	3,186 New	3,186 $238,000
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

Others Institutions Holding VCLT

# of Institutions

369

Shares Held

196M

Call Options Held

123K

Put Options Held

98K

View Full List

About VANGUARD LG-TRM CORP BD ETF

Ticker VCLT
Sector ETFs
Industry ETFs

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