Summit Wealth Partners, LLC Vanguard Sht Term Corp Bd ETF Transaction History
Summit Wealth Partners, LLC
- $524 Billion
- Q2 2025
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 21,335 shares of VCSH stock, worth $1.7 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
21,335
Previous 21,668
1.54%
Holding current value
$1.7 Million
Previous $1.71 Billion
0.84%
% of portfolio
0.32%
Previous 0.35%
Shares
18 transactions
Others Institutions Holding VCSH
# of Institutions
1,523Shares Held
318MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC64MShares$5.11 Billion0.38% of portfolio
-
Prudential PLC London, England, X020.9MShares$1.66 Billion8.39% of portfolio
-
Morgan Stanley New York, NY17.3MShares$1.38 Billion0.09% of portfolio
-
Envestnet Asset Management Inc7.72MShares$616 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA5.84MShares$466 Million0.1% of portfolio