Summit Wealth Partners, LLC Vanguard Ftse Developed Market Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 14,147 shares of VEA stock, worth $710,886. This represents 0.14% of its overall portfolio holdings.

Number of Shares

14,147

Previous 12,346 14.59%

Holding current value

$710,886

Previous $610 Million 22.45%

% of portfolio

0.14%

Previous 0.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$47.6 - $53.31 $85,727 - $96,011	1,801 Added 14.59%	14,147 $747 Million
Q2 2024 Sep 11, 2024	BUY	$47.83 - $51.21 $1,482 - $1,587	31 Added 0.25%	12,346 $610 Million
Q1 2024 Sep 11, 2024	SELL	$46.21 - $50.27 $14,833 - $16,136	-321 Reduced 2.54%	12,315 $618 Million
Q4 2023 Sep 11, 2024	SELL	$41.58 - $47.99 $36,881 - $42,567	-887 Reduced 6.56%	12,636 $605 Million
Q3 2023 Sep 11, 2024	SELL	$43.5 - $47.63 $28,492 - $31,197	-655 Reduced 4.62%	13,523 $591 Million
Q2 2023 Sep 11, 2024	SELL	$44.63 - $47.33 $16,066 - $17,038	-360 Reduced 2.48%	14,178 $655 Million
Q1 2023 Sep 11, 2024	SELL	$42.2 - $46.17 $141,159 - $154,438	-3,345 Reduced 18.7%	14,538 $657 Million
Q4 2022 Sep 11, 2024	BUY	$36.19 - $43.78 $307,904 - $372,480	8,508 Added 90.75%	17,883 $751 Million
Q3 2022 Sep 11, 2024	BUY	$36.19 - $43.74 $4,559 - $5,511	126 Added 1.36%	9,375 $341 Million
Q2 2022 Sep 11, 2024	SELL	$40.38 - $48.66 $46,033 - $55,472	-1,140 Reduced 10.97%	9,249 $377 Million
Q1 2022 Sep 11, 2024	SELL	$44.13 - $51.72 $4,501 - $5,275	-102 Reduced 0.97%	10,389 $499 Million
Q4 2021 Sep 10, 2024	BUY	$49.38 - $52.95 $27,405 - $29,387	555 Added 5.59%	10,491 $536 Million
Q3 2021 Sep 10, 2024	BUY	$50.07 - $53.43 $50 - $53	1 Added 0.01%	9,936 $502 Million
Q2 2021 Sep 10, 2024	SELL	$49.75 - $53.3 $75,023 - $80,376	-1,508 Reduced 13.18%	9,935 $512 Million
Q1 2021 Sep 10, 2024	SELL	$46.87 - $50.05 $254,550 - $271,821	-5,431 Reduced 32.19%	11,443 $562 Million
Q4 2020 Sep 10, 2024	SELL	$39.45 - $47.53 $1.29 Million - $1.55 Million	-32,704 Reduced 65.96%	16,874 $797 Million
Q3 2020 Sep 10, 2024	BUY	$38.92 - $42.44 $119,679 - $130,503	3,075 Added 6.61%	49,578 $2.03 Billion
Q2 2020 Sep 10, 2024	BUY	$31.83 - $40.85 $1.48 Million - $1.9 Million	46,503 New	46,503 $1.8 Billion

Others Institutions Holding VEA

# of Institutions

2,347

Shares Held

2.14B

Call Options Held

174K

Put Options Held

609K

View Full List

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Summit Wealth Partners, LLC Vanguard Ftse Developed Market Transaction History