Summit Wealth Group, LLC Vanguard Whitehall Fds Intl Hi Transaction History
Summit Wealth Group, LLC
- $342 Million
- Q1 2025
A detailed history of Summit Wealth Group, LLC transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Summit Wealth Group, LLC holds 8,181 shares of VYMI stock, worth $644,008. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,181
Previous 8,177
0.05%
Holding current value
$644,008
Previous $555,000
8.65%
% of portfolio
0.18%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding VYMI
# of Institutions
624Shares Held
55.2MCall Options Held
2.6KPut Options Held
189K-
Morgan Stanley New York, NY4.75MShares$374 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.96MShares$312 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.58MShares$203 Million5.27% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.86MShares$146 Million0.35% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$139 Million0.03% of portfolio