Summit Wealth Partners, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 55,031 shares of VWO stock, worth $2.51 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

55,031

Previous 59,461 7.45%

Holding current value

$2.51 Million

Previous $2.6 Billion 1.2%

% of portfolio

0.51%

Previous 0.54%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$41.9 - $48.26 $185,617 - $213,791	-4,430 Reduced 7.45%	55,031 $2.63 Billion
Q2 2024 Sep 11, 2024	SELL	$40.83 - $44.89 $781,241 - $858,925	-19,134 Reduced 24.35%	59,461 $2.6 Billion
Q1 2024 Sep 11, 2024	SELL	$39.04 - $42.23 $367,522 - $397,553	-9,414 Reduced 10.7%	78,595 $3.28 Billion
Q4 2023 Sep 11, 2024	SELL	$37.74 - $41.31 $424,763 - $464,944	-11,255 Reduced 11.34%	88,009 $3.62 Billion
Q3 2023 Sep 11, 2024	BUY	$39.04 - $43.07 $187,665 - $207,037	4,807 Added 5.09%	99,264 $3.89 Billion
Q2 2023 Sep 11, 2024	BUY	$39.05 - $42.09 $15,268 - $16,457	391 Added 0.42%	94,457 $3.84 Billion
Q1 2023 Sep 11, 2024	BUY	$38.45 - $43.18 $26,838 - $30,139	698 Added 0.75%	94,066 $3.8 Billion
Q4 2022 Sep 11, 2024	BUY	$35.32 - $40.67 $655,115 - $754,347	18,548 Added 24.79%	93,368 $3.64 Billion
Q3 2022 Sep 11, 2024	SELL	$36.49 - $42.54 $33,935 - $39,562	-930 Reduced 1.23%	74,820 $2.73 Billion
Q2 2022 Sep 11, 2024	BUY	$40.48 - $47.83 $1.15 Million - $1.36 Million	28,387 Added 59.93%	75,750 $3.15 Billion
Q1 2022 Sep 11, 2024	SELL	$42.79 - $51.23 $190,287 - $227,819	-4,447 Reduced 8.58%	47,363 $2.18 Billion
Q4 2021 Sep 10, 2024	BUY	$47.81 - $52.33 $747,461 - $818,127	15,634 Added 43.22%	51,810 $2.56 Billion
Q3 2021 Sep 10, 2024	SELL	$49.35 - $54.02 $67,658 - $74,061	-1,371 Reduced 3.65%	36,176 $1.81 Billion
Q2 2021 Sep 10, 2024	BUY	$50.96 - $55.14 $262,851 - $284,412	5,158 Added 15.93%	37,547 $2.04 Billion
Q1 2021 Sep 10, 2024	BUY	$50.34 - $56.49 $118,752 - $133,259	2,359 Added 7.86%	32,389 $1.69 Billion
Q4 2020 Sep 10, 2024	SELL	$43.14 - $50.24 $173,422 - $201,964	-4,020 Reduced 11.81%	30,030 $1.5 Billion
Q3 2020 Sep 10, 2024	SELL	$40.14 - $45.14 $106,049 - $119,259	-2,642 Reduced 7.2%	34,050 $1.47 Billion
Q2 2020 Sep 10, 2024	BUY	$32.36 - $40.59 $635,647 - $797,309	19,643 Added 115.21%	36,692 $1.45 Billion
Q1 2020 Sep 10, 2024	BUY	$30.46 - $45.91 $519,312 - $782,719	17,049 New	17,049 $572 Million

Others Institutions Holding VWO

# of Institutions

2,269

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

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About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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Summit Wealth Partners, LLC Vanguard Ftse Emerging Mkts Et Transaction History