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

Summit Wealth & Retirement Planning, Inc.

$309 Million
Q4 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 11,062 shares of VEA stock, worth $551,772. This represents 0.17% of its overall portfolio holdings.

Number of Shares

11,062

Previous 11,042 0.18%

Holding current value

$551,772

Previous $583,000 9.43%

% of portfolio

0.17%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$47.57 - $52.44 $951 - $1,048	20 Added 0.18%	11,062 $528,000
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

2,417

Shares Held

2.14B

Call Options Held

217K

Put Options Held

607K

View Full List

About VANGUARD FTSE DEVELOPED MARKET

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