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

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 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 $270,925. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,006
Previous 1,006 -0.0%
Holding current value
$270,925
Previous $251,000 5.18%
% of portfolio
0.09%
Previous 0.09%

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
1,179
Shares Held
101M
Call Options Held
29.3K
Put Options Held
132K
View Full List

About VANGUARD LARGE-CAP ETF

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