Summit Wealth Group, LLC Vanguard Long Term Treasury Et Transaction History

Summit Wealth Group, LLC

$345 Million
Q4 2024

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Summit Wealth Group, LLC holds 14,206 shares of VGLT stock, worth $814,714. This represents 0.23% of its overall portfolio holdings.

Number of Shares

14,206

Previous 18,465 23.07%

Holding current value

$814,714

Previous $1.14 Million 30.81%

% of portfolio

0.23%

Previous 0.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$55.1 - $61.74 $234,670 - $262,950	-4,259 Reduced 23.07%	14,206 $786,000
Q3 2024 Nov 08, 2024	SELL	$56.52 - $63.23 $195,728 - $218,965	-3,463 Reduced 15.79%	18,465 $1.14 Million
Q2 2024 Jul 31, 2024	SELL	$55.25 - $59.25 $56,520 - $60,612	-1,023 Reduced 4.46%	21,928 $1.27 Million
Q1 2024 May 01, 2024	SELL	$57.73 - $61.4 $69,449 - $73,864	-1,203 Reduced 4.98%	22,951 $1.36 Million
Q4 2023 Jan 30, 2024	BUY	$52.05 - $62.44 $795,584 - $954,395	15,285 Added 172.34%	24,154 $1.49 Million
Q3 2023 Oct 31, 2023	SELL	$55.35 - $63.62 $2,269 - $2,608	-41 Reduced 0.46%	8,869 $492,000
Q2 2023 Jul 26, 2023	SELL	$62.12 - $66.83 $22.3 Million - $24 Million	-359,487 Reduced 97.58%	8,910 $566,000
Q1 2023 May 10, 2023	BUY	$61.35 - $66.86 $21.9 Million - $23.8 Million	356,475 Added 2990.06%	368,397 $6,000
Q4 2022 Feb 08, 2023	BUY	$57.38 - $66.98 $684,084 - $798,535	11,922 New	11,922 $735,000

Others Institutions Holding VGLT

# of Institutions

438

Shares Held

121M

Call Options Held

218K

Put Options Held

76.9K

View Full List

About VANGUARD LONG TERM TREASURY ET

Ticker VGLT
Sector ETFs
Industry ETFs

More about VGLT

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Summit Wealth Group, LLC Vanguard Long Term Treasury Et Transaction History