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

Summit Wealth Group, LLC

  • $342 Million
  • Q1 2025

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 12,360 shares of VGLT stock, worth $683,137. This represents 0.21% of its overall portfolio holdings.

Number of Shares
12,360
Previous 14,206 12.99%
Holding current value
$683,137
Previous $786,000 9.41%
% of portfolio
0.21%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$53.99 - $58.43 $99,665 - $107,861
-1,846 Reduced 12.99%
12,360 $712,000
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
449
Shares Held
102M
Call Options Held
388K
Put Options Held
65.7K
View Full List

About VANGUARD LONG TERM TREASURY ET

VGLT Quotes by TradingView
  • Ticker VGLT
  • Sector ETFs
  • Industry ETFs
More about VGLT
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