Summit Wealth & Retirement Planning, Inc. Vanguard Large Cap ETF Transaction History
Summit Wealth & Retirement Planning, Inc.
- $281 Million
- Q2 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 1,006 shares of VV stock, worth $264,437. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,006
Previous 1,006
-0.0%
Holding current value
$264,437
Previous $241,000
4.15%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VV
# of Institutions
1,108Shares Held
102MCall Options Held
23KPut Options Held
18.6K-
Jones Financial Companies Lllp17.1MShares$4.51 Billion4.95% of portfolio
-
Creative Planning Overland Park, KS13MShares$3.41 Billion3.46% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.72 Billion16.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.32MShares$872 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.09MShares$812 Million0.07% of portfolio