A detailed history of Summit Wealth Group, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Summit Wealth Group, LLC holds 291,555 shares of VEA stock, worth $13.9 Million. This represents 4.44% of its overall portfolio holdings.

Number of Shares
291,555
Previous 313,529 7.01%
Holding current value
$13.9 Million
Previous $15.5 Million 0.63%
% of portfolio
4.44%
Previous 4.65%

Shares

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

Nov 08, 2024

SELL
$47.6 - $53.31 $1.05 Million - $1.17 Million
-21,974 Reduced 7.01%
291,555 $15.4 Million
Q2 2024

Jul 31, 2024

BUY
$47.83 - $51.21 $15 Million - $16.1 Million
313,529 New
313,529 $15.5 Million
Q2 2023

Jul 26, 2023

SELL
$44.63 - $47.33 $560 Million - $594 Million
-12,550,267 Reduced 97.81%
281,335 $13 Million
Q1 2023

May 10, 2023

BUY
$42.2 - $46.17 $541 Million - $592 Million
12,831,602 New
12,831,602 $284,000
Q4 2021

Feb 14, 2022

SELL
$49.38 - $52.95 $1.76 Million - $1.89 Million
-35,602 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$50.07 - $53.43 $1.78 Million - $1.9 Million
35,602 New
35,602 $1.8 Million
Q1 2021

May 11, 2021

SELL
$46.87 - $50.05 $12.8 Million - $13.7 Million
-273,782 Closed
0 $0
Q4 2020

Feb 11, 2021

SELL
$39.45 - $47.53 $683,747 - $823,789
-17,332 Reduced 5.95%
273,782 $12.9 Million
Q3 2020

Nov 06, 2020

BUY
$38.92 - $42.44 $369,973 - $403,434
9,506 Added 3.38%
291,114 $11.9 Million
Q2 2020

Aug 06, 2020

SELL
$31.83 - $40.85 $702,997 - $902,213
-22,086 Reduced 7.27%
281,608 $10.9 Million
Q1 2020

May 12, 2020

BUY
$28.78 - $44.66 $375,060 - $582,009
13,032 Added 4.48%
303,694 $10.1 Million
Q4 2019

Feb 10, 2020

BUY
$39.9 - $44.4 $11.6 Million - $12.9 Million
290,662 New
290,662 $12.8 Million

Others Institutions Holding VEA

About VANGUARD FTSE DEVELOPED MARKET


  • Ticker VEA
  • Sector ETFs
  • Industry ETFs
More about VEA
Track This Portfolio

Track Summit Wealth Group, LLC Portfolio

Follow Summit Wealth Group, 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 Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.