Summit Wealth Partners, LLC Vanguard Sht Term Corp Bd ETF Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

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 21,778 shares of VCSH stock, worth $1.72 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

21,778

Previous 22,439 2.95%

Holding current value

$1.72 Million

Previous $1.78 Billion 4.67%

% of portfolio

0.35%

Previous 0.34%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$77.86 - $79.27 $51,465 - $52,397	-661 Reduced 2.95%	21,778 $1.7 Billion
Q3 2024 Oct 28, 2024	SELL	$76.94 - $79.54 $61,936 - $64,029	-805 Reduced 3.46%	22,439 $1.78 Billion
Q2 2024 Sep 11, 2024	SELL	$76.35 - $77.35 $80,778 - $81,836	-1,058 Reduced 4.35%	23,244 $1.8 Billion
Q1 2024 Sep 11, 2024	BUY	$76.87 - $77.64 $85,940 - $86,801	1,118 Added 4.82%	24,302 $1.88 Billion
Q4 2023 Sep 11, 2024	BUY	$74.49 - $77.37 $364,181 - $378,261	4,889 Added 26.72%	23,184 $1.79 Billion
Q3 2023 Sep 11, 2024	SELL	$74.99 - $75.99 $51,743 - $52,433	-690 Reduced 3.63%	18,295 $1.37 Billion
Q2 2023 Sep 11, 2024	SELL	$75.46 - $76.54 $36,371 - $36,892	-482 Reduced 2.48%	18,985 $1.44 Billion
Q1 2023 Sep 11, 2024	SELL	$74.76 - $76.57 $177,779 - $182,083	-2,378 Reduced 10.89%	19,467 $1.48 Billion
Q4 2022 Sep 11, 2024	BUY	$73.35 - $75.8 $1.6 Million - $1.66 Million	21,845 New	21,845 $1.64 Billion
Q3 2022 Sep 11, 2024	SELL	$74.01 - $77.39 $252,670 - $264,209	-3,414 Closed	0 $0
Q2 2022 Sep 11, 2024	BUY	$75.21 - $77.95 $14,891 - $15,434	198 Added 6.16%	3,414 $260 Million
Q1 2022 Sep 11, 2024	SELL	$77.77 - $81.19 $28,230 - $29,471	-363 Reduced 10.14%	3,216 $251 Million
Q4 2021 Sep 10, 2024	BUY	$81.21 - $82.44 $81 - $82	1 Added 0.03%	3,579 $291 Million
Q3 2021 Sep 10, 2024	BUY	$82.36 - $82.87 $37,062 - $37,291	450 Added 14.39%	3,578 $295 Million
Q2 2021 Sep 10, 2024	BUY	$82.34 - $82.89 $164 - $165	2 Added 0.06%	3,128 $259 Million
Q1 2021 Sep 10, 2024	BUY	$82.19 - $83.24 $256,925 - $260,208	3,126 New	3,126 $258 Million

Others Institutions Holding VCSH

# of Institutions

1,448

Shares Held

315M

Call Options Held

Put Options Held

View Full List

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

More about VCSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

Summit Wealth Partners, LLC Vanguard Sht Term Corp Bd ETF Transaction History