Summit Wealth & Retirement Planning, Inc. Vanguard Small Cap ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 2,278 shares of VB stock, worth $548,861. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,278
Previous 1,783 27.76%
Holding current value
$548,861
Previous $388,000 39.18%
% of portfolio
0.18%
Previous 0.14%

Shares

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

Nov 01, 2024
BUY
$214.77 - $237.72 $106,311 - $117,671
495 Added 27.76%
2,278 $540,000
Q2 2024

Aug 06, 2024
BUY
$210.76 - $226.94 $421 - $453
2 Added 0.11%
1,783 $388,000
Q1 2024

May 09, 2024
BUY
$204.0 - $228.59 $29,172 - $32,688
143 Added 8.73%
1,781 $407,000
Q2 2023

Jul 26, 2023
BUY
$181.26 - $198.89 $296,903 - $325,781
1,638 New
1,638 $325,000

Others Institutions Holding VB

# of Institutions
2,109
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Summit Wealth & Retirement Planning, Inc. Portfolio

Follow Summit Wealth & Retirement Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email