Summit Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,711 shares of VTI stock, worth $1.1 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,711

Previous 3,375 9.96%

Holding current value

$1.1 Million

Previous $903 Million 16.38%

% of portfolio

0.2%

Previous 0.19%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$255.18 - $283.2 $85,740 - $95,155	336 Added 9.96%	3,711 $1.05 Billion
Q2 2024 Sep 11, 2024	SELL	$245.23 - $269.4 $8,337 - $9,159	-34 Reduced 1.0%	3,375 $903 Million
Q1 2024 Sep 11, 2024	SELL	$232.77 - $260.14 $6,517 - $7,283	-28 Reduced 0.81%	3,409 $886 Million
Q4 2023 Sep 11, 2024	SELL	$203.12 - $238.25 $55,858 - $65,518	-275 Reduced 7.41%	3,437 $815 Million
Q3 2023 Sep 11, 2024	SELL	$211.41 - $228.35 $9,302 - $10,047	-44 Reduced 1.17%	3,712 $788 Million
Q2 2023 Sep 11, 2024	SELL	$200.75 - $220.28 $63,437 - $69,608	-316 Reduced 7.76%	3,756 $827 Million
Q1 2023 Sep 11, 2024	SELL	$189.85 - $210.01 $101,000 - $111,725	-532 Reduced 11.56%	4,072 $831 Million
Q4 2022 Sep 11, 2024	BUY	$179.3 - $204.18 $160,114 - $182,332	893 Added 24.06%	4,604 $880 Million
Q3 2022 Sep 11, 2024	BUY	$179.47 - $216.24 $34,458 - $41,518	192 Added 5.46%	3,711 $666 Million
Q2 2022 Sep 11, 2024	SELL	$183.02 - $230.52 $101,942 - $128,399	-557 Reduced 13.67%	3,519 $664 Million
Q1 2022 Sep 11, 2024	BUY	$209.9 - $242.97 $22,459 - $25,997	107 Added 2.7%	4,076 $928 Million
Q4 2021 Sep 10, 2024	SELL	$221.73 - $242.96 $107,760 - $118,078	-486 Reduced 10.91%	3,969 $958 Million
Q3 2021 Sep 10, 2024	SELL	$219.23 - $234.37 $25,869 - $27,655	-118 Reduced 2.58%	4,455 $989 Million
Q2 2021 Sep 10, 2024	BUY	$209.28 - $222.82 $17,998 - $19,162	86 Added 1.92%	4,573 $1.02 Billion
Q1 2021 Sep 10, 2024	SELL	$191.87 - $208.85 $111,860 - $121,759	-583 Reduced 11.5%	4,487 $927 Million
Q4 2020 Sep 10, 2024	SELL	$166.99 - $194.64 $905,586 - $1.06 Million	-5,423 Reduced 51.68%	5,070 $987 Million
Q3 2020 Sep 10, 2024	BUY	$157.44 - $181.24 $293,783 - $338,193	1,866 Added 21.63%	10,493 $1.79 Billion
Q2 2020 Sep 10, 2024	BUY	$122.96 - $164.1 $1.06 Million - $1.42 Million	8,627 New	8,627 $1.35 Billion

Others Institutions Holding VTI

# of Institutions

3,003

Shares Held

461M

Call Options Held

647K

Put Options Held

433K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Summit Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History