Summit Wealth Group, LLC Vanguard Total Stock Market Et Transaction History

Summit Wealth Group, LLC

  • $347 Million
  • Q3 2024

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Summit Wealth Group, LLC holds 7,564 shares of VTI stock, worth $2.22 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
7,564
Previous 7,571 0.09%
Holding current value
$2.22 Million
Previous $2.03 Million 5.78%
% of portfolio
0.62%
Previous 0.61%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$255.18 - $283.2 $1,786 - $1,982
-7 Reduced 0.09%
7,564 $2.14 Million
Q2 2024

Jul 31, 2024
BUY
$245.23 - $269.4 $1.86 Million - $2.04 Million
7,571 New
7,571 $2.03 Million
Q2 2023

Jul 26, 2023
SELL
$200.75 - $220.28 $350 Million - $384 Million
-1,741,195 Reduced 99.51%
8,566 $1.89 Million
Q1 2023

May 10, 2023
BUY
$189.85 - $210.01 $332 Million - $367 Million
1,749,761 New
1,749,761 $9,000
Q1 2021

May 11, 2021
SELL
$191.87 - $208.85 $655,236 - $713,222
-3,415 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$166.99 - $194.64 $500 - $583
3 Added 0.09%
3,415 $665,000
Q3 2020

Nov 06, 2020
BUY
$157.44 - $181.24 $208,765 - $240,324
1,326 Added 63.57%
3,412 $581,000
Q2 2020

Aug 06, 2020
BUY
$122.96 - $164.1 $5,656 - $7,548
46 Added 2.25%
2,086 $327,000
Q1 2020

May 12, 2020
BUY
$111.91 - $172.17 $228,296 - $351,226
2,040 New
2,040 $263,000

Others Institutions Holding VTI

# of Institutions
3,041
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Summit Wealth Group, LLC Portfolio

Follow Summit Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email