Summit Wealth Partners, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Sep 11, 2024	SELL	$46.72 - $48.12 $287,982 - $296,611	-6,164 Closed	0 $0
Q3 2023 Sep 11, 2024	SELL	$46.9 - $47.47 $117,765 - $119,197	-2,511 Reduced 28.95%	6,164 $291 Million
Q2 2023 Sep 11, 2024	SELL	$47.37 - $48.0 $107,766 - $109,200	-2,275 Reduced 20.78%	8,675 $411 Million
Q1 2023 Sep 11, 2024	SELL	$46.62 - $47.83 $372,074 - $381,731	-7,981 Reduced 42.16%	10,950 $524 Million
Q4 2022 Sep 11, 2024	BUY	$46.71 - $48.22 $71,839 - $74,162	1,538 Added 8.84%	18,931 $884 Million
Q3 2022 Sep 11, 2024	SELL	$48.11 - $50.34 $81,209 - $84,973	-1,688 Reduced 8.85%	17,393 $837 Million
Q2 2022 Sep 11, 2024	BUY	$50.05 - $51.06 $609,609 - $621,910	12,180 Added 176.5%	19,081 $956 Million
Q1 2022 Sep 11, 2024	BUY	$50.6 - $52.11 $26,868 - $27,670	531 Added 8.34%	6,901 $353 Million
Q4 2021 Sep 10, 2024	BUY	$51.18 - $52.61 $49,951 - $51,347	976 Added 18.09%	6,370 $327 Million
Q3 2021 Sep 10, 2024	BUY	$51.92 - $52.8 $20,352 - $20,697	392 Added 7.84%	5,394 $284 Million
Q2 2021 Sep 10, 2024	BUY	$51.54 - $52.44 $4,896 - $4,981	95 Added 1.94%	5,002 $262 Million
Q1 2021 Sep 10, 2024	BUY	$51.11 - $51.73 $250,796 - $253,839	4,907 New	4,907 $253 Million

Others Institutions Holding VTIP

# of Institutions

758

Shares Held

140M

Call Options Held

14.1K

Put Options Held

7.6K

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