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

Summit Wealth & Retirement Planning, Inc.

$356 Million
Q2 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 12,439 shares of VTV stock, worth $2.21 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

12,439

Previous 7,493 66.01%

Holding current value

$2.21 Million

Previous $1.29 Million 69.86%

% of portfolio

0.62%

Previous 0.42%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$153.67 - $176.74 $760,051 - $874,156	4,946 Added 66.01%	12,439 $2.2 Million
Q1 2025 May 05, 2025	BUY	$167.73 - $179.21 $547,973 - $585,479	3,267 Added 77.31%	7,493 $1.29 Million
Q4 2024 Jan 28, 2025	BUY	$168.32 - $181.87 $711,320 - $768,582	4,226 New	4,226 $715,000

Others Institutions Holding VTV

# of Institutions

2,646

Shares Held

564M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

Track This Portfolio

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.

Account

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