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

Summit Wealth & Retirement Planning, Inc.

  • $269 Million
  • Q1 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 1,781 shares of VB stock, worth $411,197. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,781
Previous 1,638 8.73%
Holding current value
$411,197
Previous $349,000 16.62%
% of portfolio
0.15%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,970
Shares Held
144M
Call Options Held
176K
Put Options Held
32.7K
View Full List

About VANGUARD SMALL-CAP ETF

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