Summit Wealth Group, LLC Vanguard Extended Market ETF Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 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 66,175 shares of VXF stock, worth $11.8 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
66,175
Previous 65,207
1.48%
Holding current value
$11.8 Million
Previous $11.9 Million
5.94%
% of portfolio
3.64%
Previous 3.42%
Shares
13 transactions
Others Institutions Holding VXF
# of Institutions
976Shares Held
45.1MCall Options Held
21.5KPut Options Held
3.2K-
Morgan Stanley New York, NY3.37MShares$603 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.94MShares$525 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.61MShares$288 Million0.03% of portfolio
-
Fifth Third Bancorp1.16MShares$208 Million0.81% of portfolio
-
Assetmark, Inc1.16MShares$207 Million0.6% of portfolio