Summit Wealth Group, LLC Vanguard Whitehall Fds Intl Hi Transaction History
Summit Wealth Group, LLC
- $347 Million
- Q3 2024
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 8,194 shares of VYMI stock, worth $575,464. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,194
Previous 8,194
-0.0%
Holding current value
$575,464
Previous $562,000
7.12%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding VYMI
# of Institutions
568Shares Held
49.6MCall Options Held
4.3KPut Options Held
89.8K-
Morgan Stanley New York, NY4.26MShares$300 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$255 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.59MShares$182 Million4.76% of portfolio
-
Envestnet Asset Management Inc1.81MShares$127 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.76MShares$124 Million0.03% of portfolio