Summit Wealth Group, LLC Vanguard Star Fd Vanguard Tota Transaction History

Summit Wealth Group, LLC

  • $345 Million
  • Q4 2024

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Summit Wealth Group, LLC holds 85,373 shares of VXUS stock, worth $5.3 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
85,373
Previous 86,931 1.79%
Holding current value
$5.3 Million
Previous $5.63 Million 10.61%
% of portfolio
1.46%
Previous 1.62%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$58.88 - $64.8 $91,735 - $100,958
-1,558 Reduced 1.79%
85,373 $5.03 Million
Q3 2024

Nov 08, 2024
SELL
$58.03 - $65.37 $59,770 - $67,331
-1,030 Reduced 1.17%
86,931 $5.63 Million
Q2 2024

Jul 31, 2024
BUY
$57.86 - $62.21 $5.09 Million - $5.47 Million
87,961 New
87,961 $5.3 Million
Q2 2023

Jul 26, 2023
SELL
$54.28 - $57.76 $278 Million - $296 Million
-5,119,491 Reduced 98.25%
91,032 $5.11 Million
Q1 2023

May 10, 2023
BUY
$52.07 - $56.74 $271 Million - $296 Million
5,210,523 New
5,210,523 $94,000
Q1 2021

May 11, 2021
SELL
$60.31 - $64.68 $4.93 Million - $5.29 Million
-81,741 Closed
0 $0
Q4 2020

Feb 11, 2021
SELL
$50.97 - $60.55 $116,313 - $138,175
-2,282 Reduced 2.72%
81,741 $4.92 Million
Q3 2020

Nov 06, 2020
SELL
$49.42 - $54.25 $132,198 - $145,118
-2,675 Reduced 3.09%
84,023 $4.38 Million
Q2 2020

Aug 06, 2020
BUY
$40.36 - $51.42 $1.81 Million - $2.3 Million
44,788 Added 106.87%
86,698 $4.26 Million
Q1 2020

May 12, 2020
BUY
$36.75 - $56.64 $716,735 - $1.1 Million
19,503 Added 87.04%
41,910 $1.76 Million
Q4 2019

Feb 10, 2020
BUY
$50.39 - $55.96 $1.13 Million - $1.25 Million
22,407 New
22,407 $1.25 Million

Others Institutions Holding VXUS

# of Institutions
1,373
Shares Held
320M
Call Options Held
56.5K
Put Options Held
84.1K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

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