Summit Wealth Partners, LLC Vanguard Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 32,828 shares of VGSH stock, worth $1.92 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

32,828

Previous 35,602 7.79%

Holding current value

$1.92 Million

Previous $2.1 Billion 9.1%

% of portfolio

0.39%

Previous 0.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$58.02 - $58.88 $160,947 - $163,333	-2,774 Reduced 7.79%	32,828 $1.91 Billion
Q3 2024 Oct 28, 2024	BUY	$57.74 - $59.13 $70,269 - $71,961	1,217 Added 3.54%	35,602 $2.1 Billion
Q2 2024 Sep 11, 2024	BUY	$57.55 - $58.0 $108,424 - $109,272	1,884 Added 5.8%	34,385 $1.99 Billion
Q1 2024 Sep 11, 2024	BUY	$57.88 - $58.54 $170,861 - $172,810	2,952 Added 9.99%	32,501 $1.89 Billion
Q4 2023 Sep 11, 2024	BUY	$57.34 - $58.41 $261,527 - $266,408	4,561 Added 18.25%	29,549 $1.72 Billion
Q3 2023 Sep 11, 2024	BUY	$57.47 - $57.91 $585,849 - $590,334	10,194 Added 68.91%	24,988 $1.44 Billion
Q2 2023 Sep 11, 2024	BUY	$57.72 - $58.69 $98,932 - $100,594	1,714 Added 13.1%	14,794 $854 Million
Q1 2023 Sep 11, 2024	BUY	$57.32 - $58.77 $542,247 - $555,964	9,460 Added 261.33%	13,080 $766 Million
Q4 2022 Sep 11, 2024	BUY	$57.38 - $58.13 $207,715 - $210,430	3,620 New	3,620 $209 Million

Others Institutions Holding VGSH

# of Institutions

974

Shares Held

262M

Call Options Held

5.1K

Put Options Held

1.3K

View Full List

About VANGUARD

Ticker VGSH
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Summit Wealth Partners, LLC Vanguard Transaction History