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

Summit Wealth Group, LLC

  • $347 Million
  • Q3 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 103,851 shares of VWO stock, worth $4.62 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
103,851
Previous 97,978 5.99%
Holding current value
$4.62 Million
Previous $4.29 Million 15.88%
% of portfolio
1.43%
Previous 1.29%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,271
Shares Held
1.26B
Call Options Held
1.38M
Put Options Held
2.01M
View Full List

About VANGUARD FTSE EMERGING MKTS ET

VWO Quotes by TradingView
  • Ticker VWO
  • Sector ETFs
  • Industry ETFs
More about VWO
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