Summit Wealth Partners, LLC Vanguard Small Cap ETF Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 18,017 shares of VB stock, worth $4.55 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
18,017
Previous 17,844 0.97%
Holding current value
$4.55 Million
Previous $3.89 Billion 9.85%
% of portfolio
0.82%
Previous 0.81%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$214.77 - $237.72 $37,155 - $41,125
173 Added 0.97%
18,017 $4.27 Billion
Q2 2024

Sep 11, 2024
SELL
$210.76 - $226.94 $396,650 - $427,101
-1,882 Reduced 9.54%
17,844 $3.89 Billion
Q1 2024

Sep 11, 2024
SELL
$204.0 - $228.59 $97,308 - $109,037
-477 Reduced 2.36%
19,726 $4.51 Billion
Q4 2023

Sep 11, 2024
SELL
$175.26 - $215.9 $40,134 - $49,441
-229 Reduced 1.12%
20,203 $4.31 Billion
Q3 2023

Sep 11, 2024
BUY
$186.24 - $208.75 $138,190 - $154,892
742 Added 3.77%
20,432 $3.86 Billion
Q2 2023

Sep 11, 2024
SELL
$181.26 - $198.89 $48,758 - $53,501
-269 Reduced 1.35%
19,690 $3.92 Billion
Q1 2023

Sep 11, 2024
SELL
$179.51 - $208.76 $45,236 - $52,607
-252 Reduced 1.25%
19,959 $3.78 Billion
Q4 2022

Sep 11, 2024
BUY
$172.82 - $196.57 $366,551 - $416,924
2,121 Added 11.72%
20,211 $3.71 Billion
Q3 2022

Sep 11, 2024
SELL
$170.45 - $206.62 $278,344 - $337,410
-1,633 Reduced 8.28%
18,090 $3.09 Billion
Q2 2022

Sep 11, 2024
SELL
$170.7 - $214.67 $390,903 - $491,594
-2,290 Reduced 10.4%
19,723 $3.47 Billion
Q1 2022

Sep 11, 2024
BUY
$198.73 - $227.97 $80,286 - $92,099
404 Added 1.87%
22,013 $4.68 Billion
Q4 2021

Sep 10, 2024
BUY
$215.13 - $239.37 $122,408 - $136,201
569 Added 2.7%
21,609 $4.88 Billion
Q3 2021

Sep 10, 2024
BUY
$211.9 - $229.42 $143,880 - $155,776
679 Added 3.33%
21,040 $4.6 Billion
Q2 2021

Sep 10, 2024
BUY
$211.77 - $228.05 $116,261 - $125,199
549 Added 2.77%
20,361 $4.59 Billion
Q1 2021

Sep 10, 2024
SELL
$191.53 - $223.48 $61,481 - $71,737
-321 Reduced 1.59%
19,812 $4.24 Billion
Q4 2020

Sep 10, 2024
BUY
$156.0 - $196.91 $718,380 - $906,770
4,605 Added 29.66%
20,133 $3.92 Billion
Q3 2020

Sep 10, 2024
BUY
$143.34 - $162.04 $1.7 Million - $1.92 Million
11,857 Added 322.99%
15,528 $2.39 Billion
Q1 2020

Sep 10, 2024
BUY
$98.45 - $170.48 $361,409 - $625,832
3,671 New
3,671 $424 Million

Others Institutions Holding VB

# of Institutions
2,135
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

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