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

Summit Wealth & Retirement Planning, Inc.

  • $309 Million
  • Q4 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 2,475 shares of VB stock, worth $588,035. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,475
Previous 2,278 8.65%
Holding current value
$588,035
Previous $540,000 10.0%
% of portfolio
0.19%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$233.76 - $261.58 $46,050 - $51,531
197 Added 8.65%
2,475 $594,000
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
2,325
Shares Held
159M
Call Options Held
74.8K
Put Options Held
50.8K
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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