Summit Wealth Group, LLC Vanguard Extended Market ETF Transaction History

Summit Wealth Group, LLC

$342 Million
Q1 2025

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 68,830 shares of VXF stock, worth $11.8 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

68,830

Previous 66,175 4.01%

Holding current value

$11.8 Million

Previous $12.6 Million 5.69%

% of portfolio

3.47%

Previous 3.64%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$170.36 - $201.04 $452,305 - $533,761	2,655 Added 4.01%	68,830 $11.9 Million
Q4 2024 Feb 04, 2025	BUY	$179.17 - $207.15 $173,436 - $200,521	968 Added 1.48%	66,175 $12.6 Million
Q3 2024 Nov 08, 2024	BUY	$163.98 - $182.92 $2.77 Million - $3.09 Million	16,878 Added 34.92%	65,207 $11.9 Million
Q2 2024 Jul 31, 2024	BUY	$161.82 - $174.44 $7.82 Million - $8.43 Million	48,329 New	48,329 $8.16 Million
Q2 2023 Jul 26, 2023	SELL	$133.38 - $148.98 $753 Million - $841 Million	-5,642,307 Reduced 99.24%	43,493 $6.47 Million
Q1 2023 May 10, 2023	BUY	$132.1 - $153.03 $751 Million - $870 Million	5,685,800 New	5,685,800 $41,000
Q4 2021 Feb 14, 2022	SELL	$175.57 - $199.99 $484,046 - $551,372	-2,757 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$178.6 - $192.23 $492,400 - $529,978	2,757 New	2,757 $503,000
Q1 2021 May 11, 2021	SELL	$162.25 - $187.63 $6.06 Million - $7.01 Million	-37,374 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$130.35 - $168.32 $658,267 - $850,016	-5,050 Reduced 11.9%	37,374 $6.16 Million
Q3 2020 Nov 06, 2020	BUY	$118.34 - $135.96 $24,851 - $28,551	210 Added 0.5%	42,424 $5.5 Million
Q2 2020 Aug 06, 2020	BUY	$83.41 - $125.14 $206,106 - $309,220	2,471 Added 6.22%	42,214 $5 Million
Q1 2020 May 12, 2020	BUY	$77.36 - $132.73 $264,648 - $454,069	3,421 Added 9.42%	39,743 $3.6 Million
Q4 2019 Feb 10, 2020	BUY	$112.84 - $126.8 $4.1 Million - $4.61 Million	36,322 New	36,322 $4.58 Million

Others Institutions Holding VXF

# of Institutions

973

Shares Held

48M

Call Options Held

21.5K

Put Options Held

3.2K

View Full List

About VANGUARD EXTENDED MARKET ETF

Ticker VXF
Sector ETFs
Industry ETFs

More about VXF

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Summit Wealth Group, LLC Vanguard Extended Market ETF Transaction History