Summit Wealth Partners, LLC Vanguard Growth ETF Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 4,974 shares of VUG stock, worth $2.08 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
4,974
Previous 4,294 15.84%
Holding current value
$2.08 Million
Previous $1.61 Billion 18.93%
% of portfolio
0.37%
Previous 0.33%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$341.08 - $391.94 $231,934 - $266,519
680 Added 15.84%
4,974 $1.91 Billion
Q2 2024

Sep 11, 2024
BUY
$322.46 - $377.11 $652,659 - $763,270
2,024 Added 89.16%
4,294 $1.61 Billion
Q1 2024

Sep 11, 2024
SELL
$301.05 - $346.61 $22,578 - $25,995
-75 Reduced 3.2%
2,270 $781 Million
Q4 2023

Sep 11, 2024
BUY
$261.54 - $312.16 $66,431 - $79,288
254 Added 12.15%
2,345 $729 Million
Q3 2023

Sep 11, 2024
SELL
$269.56 - $293.5 $29,921 - $32,578
-111 Reduced 5.04%
2,091 $569 Million
Q2 2023

Sep 11, 2024
SELL
$243.06 - $282.96 $71,945 - $83,756
-296 Reduced 11.85%
2,202 $623 Million
Q1 2023

Sep 11, 2024
SELL
$209.25 - $249.44 $212,598 - $253,431
-1,016 Reduced 28.91%
2,498 $623 Million
Q4 2022

Sep 11, 2024
BUY
$208.44 - $233.81 $529,437 - $593,877
2,540 Added 260.78%
3,514 $749 Million
Q3 2022

Sep 11, 2024
BUY
$213.95 - $266.28 $1,069 - $1,331
5 Added 0.52%
974 $208 Million
Q2 2022

Sep 11, 2024
SELL
$214.97 - $293.87 $184,444 - $252,140
-858 Reduced 46.96%
969 $216 Million
Q1 2022

Sep 11, 2024
BUY
$254.37 - $323.09 $237,835 - $302,089
935 Added 104.82%
1,827 $525 Million
Q4 2021

Sep 10, 2024
BUY
$287.0 - $325.67 $256,004 - $290,497
892 New
892 $286 Million
Q3 2021

Sep 10, 2024
SELL
$286.49 - $308.98 $221,170 - $238,532
-772 Closed
0 $0
Q2 2021

Sep 10, 2024
BUY
$257.69 - $287.23 $198,936 - $221,741
772 New
772 $221 Million

Others Institutions Holding VUG

# of Institutions
2,374
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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