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

Summit Wealth & Retirement Planning, Inc.

  • $356 Million
  • Q2 2025

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 $303,711. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,006
Previous 1,006 -0.0%
Holding current value
$303,711
Previous $258,000 11.24%
% of portfolio
0.08%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024
BUY
$188.0 - $219.17 $189,128 - $220,485
1,006 New
1,006 $219,000
Q2 2023

Jul 26, 2023
BUY
$184.38 - $202.72 $185,486 - $203,936
1,006 New
1,006 $203,000

Others Institutions Holding VV

# of Institutions
1,365
Shares Held
106M
Call Options Held
27.7K
Put Options Held
10.6K
View Full List

About VANGUARD LARGE-CAP ETF

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