Summit Wealth Group, LLC Vanguard Health Care ETF Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 2024
A detailed history of Summit Wealth Group, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 23,909 shares of VHT stock, worth $6.44 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
23,909
Previous 23,118
3.42%
Holding current value
$6.44 Million
Previous $6.52 Million
7.02%
% of portfolio
1.76%
Previous 1.88%
Shares
8 transactions
Others Institutions Holding VHT
# of Institutions
1,117Shares Held
25.4MCall Options Held
32.3KPut Options Held
6.6K-
Morgan Stanley New York, NY1.61MShares$433 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.57MShares$422 Million0.04% of portfolio
-
Ubs Group Ag1.35MShares$363 Million0.08% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.07MShares$287 Million6.16% of portfolio
-
Wells Fargo & Company San Francisco, CA892KShares$240 Million0.06% of portfolio