Summit Wealth Partners, LLC Vanguard Growth ETF Transaction History

Summit Wealth Partners, LLC

$493 Billion
Q1 2025

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 7,582 shares of VUG stock, worth $3.46 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

7,582

Previous 4,987 52.04%

Holding current value

$3.46 Million

Previous $2.05 Billion 37.37%

% of portfolio

0.57%

Previous 0.42%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$369.1 - $427.61 $957,814 - $1.11 Million	2,595 Added 52.04%	7,582 $2.81 Billion
Q4 2024 Jan 27, 2025	BUY	$378.79 - $428.11 $4,924 - $5,565	13 Added 0.26%	4,987 $2.05 Billion
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

2,746

Shares Held

267M

Call Options Held

306K

Put Options Held

295K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Summit Wealth Partners, LLC Vanguard Growth ETF Transaction History