Summit Wealth Group, LLC Vanguard Ftse Developed Market Transaction History
Summit Wealth Group, LLC
- $398 Million
- Q3 2025
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 300,144 shares of VEA stock, worth $18.4 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
300,144
Previous 306,878
2.19%
Holding current value
$18.4 Million
Previous $17.5 Million
2.8%
% of portfolio
4.52%
Previous 4.49%
Shares
16 transactions
Others Institutions Holding VEA
# of Institutions
2,898Shares Held
2.36BCall Options Held
214KPut Options Held
161K-
Bank Of America Corp Charlotte, NC201MShares$12.4 Billion0.84% of portfolio
-
Betterment LLC New York, NY137MShares$8.43 Billion16.28% of portfolio
-
Creative Planning Overland Park, KS128MShares$7.85 Billion5.95% of portfolio
-
Envestnet Asset Management Inc82.8MShares$5.08 Billion1.53% of portfolio
-
Wells Fargo & Company San Francisco, CA63.5MShares$3.89 Billion0.75% of portfolio