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

Summit Wealth Group, LLC

$389 Million
Q2 2025

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 82,260 shares of VXUS stock, worth $5.79 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

82,260

Previous 88,023 6.55%

Holding current value

$5.79 Million

Previous $5.47 Million 3.97%

% of portfolio

1.46%

Previous 1.6%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$55.54 - $69.09 $320,077 - $398,165	-5,763 Reduced 6.55%	82,260 $5.68 Million
Q1 2025 May 02, 2025	BUY	$58.01 - $64.46 $153,726 - $170,818	2,650 Added 3.1%	88,023 $5.47 Million
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

1,494

Shares Held

357M

Call Options Held

128K

Put Options Held

132K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
Sector ETFs
Industry ETFs

More about VXUS

Track This Portfolio

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.

Account

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