Summit Wealth Group, LLC Vanguard Ftse Developed Market Transaction History

Summit Wealth Group, LLC

$342 Million
Q1 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 305,026 shares of VEA stock, worth $16.1 Million. This represents 4.53% of its overall portfolio holdings.

Number of Shares

305,026

Previous 305,462 0.14%

Holding current value

$16.1 Million

Previous $14.6 Million 6.14%

% of portfolio

4.53%

Previous 4.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$47.4 - $52.99 $20,666 - $23,103	-436 Reduced 0.14%	305,026 $15.5 Million
Q4 2024 Feb 04, 2025	BUY	$47.57 - $52.44 $661,555 - $729,283	13,907 Added 4.77%	305,462 $14.6 Million
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

# of Institutions

2,653

Shares Held

2.19B

Call Options Held

170K

Put Options Held

101K

View Full List

About VANGUARD FTSE DEVELOPED MARKET

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Summit Wealth Group, LLC Vanguard Ftse Developed Market Transaction History