Summit Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 2,137 shares of VBR stock, worth $423,660. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,137
Previous 2,161
1.11%
Holding current value
$423,660
Previous $415 Million
5.9%
% of portfolio
0.08%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding VBR
# of Institutions
1,462Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.33 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$769 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$760 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$729 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$466 Million0.5% of portfolio