Summit Wealth & Retirement Planning, Inc. Vanguard Small Cap Value ETF Transaction History
Summit Wealth & Retirement Planning, Inc.
- $281 Million
- Q2 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 5,631 shares of VBR stock, worth $1.12 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
5,631
Previous 5,434
3.63%
Holding current value
$1.12 Million
Previous $1.04 Million
1.44%
% of portfolio
0.37%
Previous 0.39%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio