Summit Wealth Group, LLC Vanguard Extended Market ETF Transaction History
Summit Wealth Group, LLC
- $347 Million
- Q3 2024
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 65,207 shares of VXF stock, worth $13 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
65,207
Previous 48,329
34.92%
Holding current value
$13 Million
Previous $8.16 Million
45.48%
% of portfolio
3.42%
Previous 2.45%
Shares
12 transactions
Others Institutions Holding VXF
# of Institutions
910Shares Held
45.6MCall Options Held
17.8KPut Options Held
32.1K-
Morgan Stanley New York, NY3.41MShares$680 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.26MShares$650 Million1.85% of portfolio
-
Envestnet Asset Management Inc3.08MShares$614 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC1.62MShares$323 Million0.02% of portfolio
-
Citigroup Inc1.23MShares$246 Million0.13% of portfolio