Summit Wealth Group, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Summit Wealth Group, LLC

$345 Million
Q4 2024

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Summit Wealth Group, LLC holds 108,547 shares of VWO stock, worth $4.86 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

108,547

Previous 103,851 4.52%

Holding current value

$4.86 Million

Previous $4.97 Million 3.8%

% of portfolio

1.38%

Previous 1.43%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$44.04 - $49.49 $206,811 - $232,405	4,696 Added 4.52%	108,547 $4.78 Million
Q3 2024 Nov 08, 2024	BUY	$41.9 - $48.26 $246,078 - $283,430	5,873 Added 5.99%	103,851 $4.97 Million
Q2 2024 Jul 31, 2024	BUY	$40.83 - $44.89 $4 Million - $4.4 Million	97,978 New	97,978 $4.29 Million
Q2 2023 Jul 26, 2023	SELL	$39.05 - $42.09 $130 Million - $140 Million	-3,336,226 Reduced 97.51%	85,037 $3.46 Million
Q1 2023 May 10, 2023	BUY	$38.45 - $43.18 $132 Million - $148 Million	3,421,263 New	3,421,263 $85,000
Q4 2021 Feb 14, 2022	SELL	$47.81 - $52.33 $423,022 - $463,015	-8,848 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$49.35 - $54.02 $436,648 - $477,968	8,848 New	8,848 $442,000
Q1 2021 May 11, 2021	SELL	$50.34 - $56.49 $3.64 Million - $4.09 Million	-72,401 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$43.14 - $50.24 $548,870 - $639,203	-12,723 Reduced 14.95%	72,401 $3.63 Million
Q3 2020 Nov 06, 2020	BUY	$40.14 - $45.14 $93,405 - $105,040	2,327 Added 2.81%	85,124 $3.68 Million
Q2 2020 Aug 06, 2020	SELL	$32.36 - $40.59 $174,517 - $218,901	-5,393 Reduced 6.12%	82,797 $3.28 Million
Q1 2020 May 12, 2020	BUY	$30.46 - $45.91 $115,047 - $173,402	3,777 Added 4.47%	88,190 $2.96 Million
Q4 2019 Feb 10, 2020	BUY	$39.79 - $44.7 $3.36 Million - $3.77 Million	84,413 New	84,413 $3.75 Million

Others Institutions Holding VWO

# of Institutions

2,416

Shares Held

1.31B

Call Options Held

2.5M

Put Options Held

1.25M

View Full List

About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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Summit Wealth Group, LLC Vanguard Ftse Emerging Mkts Et Transaction History