Summit Wealth Group, LLC Vanguard Whitehall Fds (Vangua Transaction History

Summit Wealth Group, LLC

  • $347 Million
  • Q3 2024

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Summit Wealth Group, LLC holds 5,278 shares of VYM stock, worth $689,834. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,278
Previous 5,278 -0.0%
Holding current value
$689,834
Previous $626,000 8.15%
% of portfolio
0.2%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$114.71 - $121.51 $605,439 - $641,329
5,278 New
5,278 $626,000
Q2 2023

Jul 26, 2023
SELL
$101.36 - $107.68 $39.6 Million - $42.1 Million
-390,517 Reduced 99.05%
3,737 $396,000
Q1 2023

May 10, 2023
BUY
$100.82 - $111.44 $39.7 Million - $43.9 Million
394,254 New
394,254 $4,000

Others Institutions Holding VYM

# of Institutions
1,795
Shares Held
179M
Call Options Held
1.89M
Put Options Held
525K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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