Summit Wealth Group, LLC Vanguard World Fd Esg Intl Stk Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 2024
A detailed history of Summit Wealth Group, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Summit Wealth Group, LLC holds 23,085 shares of VSGX stock, worth $1.38 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
23,085
Previous 23,085
-0.0%
Holding current value
$1.38 Million
Previous $1.42 Million
7.82%
% of portfolio
0.38%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding VSGX
# of Institutions
377Shares Held
46.2MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC26.2MShares$1.56 Billion1.24% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.33MShares$198 Million0.0% of portfolio
-
Creative Planning Overland Park, KS1.27MShares$75.4 Million0.07% of portfolio
-
Dundas Partners LLP Edinburgh, X01.08MShares$64.4 Million4.33% of portfolio
-
Leo Wealth, LLC Hurst, TX749KShares$44.6 Million3.8% of portfolio