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 $6.43 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
23,909
Previous 23,118
3.42%
Holding current value
$6.43 Million
Previous $6.52 Million
7.02%
% of portfolio
1.76%
Previous 1.88%
Shares
8 transactions
Others Institutions Holding VHT
# of Institutions
1,134Shares Held
25.2MCall Options Held
37.3KPut Options Held
11.1K-
Bank Of America Corp Charlotte, NC1.8MShares$483 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.59MShares$427 Million0.03% of portfolio
-
Ubs Group Ag1.28MShares$343 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1MShares$270 Million5.02% of portfolio
-
Wells Fargo & Company San Francisco, CA954KShares$256 Million0.06% of portfolio