Summit Wealth Group, LLC Vanguard Whitehall Fds Intl Hi Transaction History
Summit Wealth Group, LLC
- $389 Million
- Q2 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 8,188 shares of VYMI stock, worth $695,324. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,188
Previous 8,181
0.09%
Holding current value
$695,324
Previous $603,000
8.79%
% of portfolio
0.17%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding VYMI
# of Institutions
686Shares Held
61.1MCall Options Held
6.4KPut Options Held
0-
Morgan Stanley New York, NY5.32MShares$452 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.53MShares$385 Million0.03% of portfolio
-
Orgel Wealth Management, LLC2.53MShares$215 Million5.16% of portfolio
-
Captrust Financial Advisors Raleigh, NC2.28MShares$193 Million0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA1.92MShares$163 Million0.03% of portfolio