Summit Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Summit Wealth Partners, LLC

$482 Billion
Q2 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 83,442 shares of VYM stock, worth $10.6 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares

83,442

Previous 88,459 5.67%

Holding current value

$10.6 Million

Previous $10.7 Billion 7.53%

% of portfolio

2.05%

Previous 2.28%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Sep 11, 2024	SELL	$114.71 - $121.51 $575,500 - $609,615	-5,017 Reduced 5.67%	83,442 $9.9 Billion
Q1 2024 Sep 11, 2024	SELL	$109.98 - $120.99 $87,434 - $96,187	-795 Reduced 0.89%	88,459 $10.7 Billion
Q4 2023 Sep 11, 2024	SELL	$98.71 - $111.84 $458,113 - $519,049	-4,641 Reduced 4.94%	89,254 $9.96 Billion
Q3 2023 Sep 11, 2024	BUY	$103.32 - $110.34 $140,721 - $150,283	1,362 Added 1.47%	93,895 $9.7 Billion
Q2 2023 Sep 11, 2024	SELL	$101.36 - $107.68 $202,517 - $215,144	-1,998 Reduced 2.11%	92,533 $9.81 Billion
Q1 2023 Sep 11, 2024	BUY	$100.82 - $111.44 $67,146 - $74,219	666 Added 0.71%	94,531 $9.97 Billion
Q4 2022 Sep 11, 2024	BUY	$96.14 - $113.15 $104,023 - $122,428	1,082 Added 1.17%	93,865 $10.2 Billion
Q3 2022 Sep 11, 2024	SELL	$94.88 - $110.28 $72,867 - $84,695	-768 Reduced 0.82%	92,783 $8.8 Billion
Q2 2022 Sep 11, 2024	SELL	$99.2 - $114.57 $662,556 - $765,213	-6,679 Reduced 6.66%	93,551 $9.51 Billion
Q1 2022 Sep 11, 2024	SELL	$107.24 - $115.01 $486,869 - $522,145	-4,540 Reduced 4.33%	100,230 $11.3 Billion
Q4 2021 Sep 10, 2024	BUY	$104.33 - $112.16 $10,850 - $11,664	104 Added 0.1%	104,770 $11.7 Billion
Q3 2021 Sep 10, 2024	BUY	$102.3 - $108.36 $460,554 - $487,836	4,502 Added 4.49%	104,666 $10.8 Billion
Q2 2021 Sep 10, 2024	BUY	$101.6 - $107.95 $185,623 - $197,224	1,827 Added 1.86%	100,164 $10.5 Billion
Q1 2021 Sep 10, 2024	BUY	$90.4 - $101.83 $633,613 - $713,726	7,009 Added 7.67%	98,337 $9.94 Billion
Q4 2020 Sep 10, 2024	BUY	$78.88 - $92.1 $604,930 - $706,314	7,669 Added 9.17%	91,328 $8.36 Billion
Q3 2020 Sep 10, 2024	BUY	$77.57 - $85.18 $149,942 - $164,652	1,933 Added 2.37%	83,659 $6.77 Billion
Q2 2020 Sep 10, 2024	BUY	$67.79 - $86.78 $34,979 - $44,778	516 Added 0.64%	81,726 $6.44 Billion
Q1 2020 Sep 10, 2024	BUY	$60.97 - $94.78 $722,555 - $1.12 Million	11,851 Added 17.09%	81,210 $5.75 Billion
Q4 2019 Sep 09, 2024	BUY	$85.84 - $94.47 $5.95 Million - $6.55 Million	69,359 New	69,359 $6.5 Billion

Others Institutions Holding VYM

# of Institutions

1,720

Shares Held

173M

Call Options Held

1.59M

Put Options Held

147K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Summit Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History