Summit Wealth & Retirement Planning, Inc. Vanguard Ftse Developed Market Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 11,042 shares of VEA stock, worth $534,653. This represents 0.19% of its overall portfolio holdings.

Number of Shares
11,042
Previous 11,040 0.02%
Holding current value
$534,653
Previous $545,000 6.97%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Nov 01, 2024
BUY
$47.6 - $53.31 $95 - $106
2 Added 0.02%
11,042 $583,000
Q2 2024

Aug 06, 2024
BUY
$47.83 - $51.21 $286 - $307
6 Added 0.05%
11,040 $545,000
Q1 2024

May 09, 2024
BUY
$46.21 - $50.27 $6,284 - $6,836
136 Added 1.25%
11,034 $553,000
Q1 2023

May 11, 2023
SELL
$42.2 - $46.17 $8,440 - $9,234
-200 Reduced 1.8%
10,898 $492,000
Q4 2022

Feb 09, 2023
BUY
$36.19 - $43.78 $401,636 - $485,870
11,098 New
11,098 $466,000

Others Institutions Holding VEA

# of Institutions
2,383
Shares Held
2.11B
Call Options Held
217K
Put Options Held
607K
View Full List

About VANGUARD FTSE DEVELOPED MARKET

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