Summit Wealth Partners, LLC Vanguard Mid Cap Value Index F Transaction History

Summit Wealth Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Sep 11, 2024	SELL	$121.77 - $145.8 $219,307 - $262,585	-1,801 Closed	0 $0
Q2 2022 Sep 11, 2024	SELL	$126.2 - $153.17 $482,084 - $585,109	-3,820 Reduced 67.96%	1,801 $233 Million
Q1 2022 Sep 11, 2024	BUY	$140.72 - $152.6 $112,435 - $121,927	799 Added 16.57%	5,621 $841 Million
Q4 2021 Sep 10, 2024	BUY	$140.47 - $150.69 $352,017 - $377,629	2,506 Added 108.2%	4,822 $725 Million
Q3 2021 Sep 10, 2024	BUY	$135.17 - $146.62 $24,195 - $26,244	179 Added 8.38%	2,316 $323 Million
Q2 2021 Sep 10, 2024	BUY	$136.19 - $145.71 $291,038 - $311,382	2,137 New	2,137 $300 Million

1,049

68.1M

32.8K

400

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