Summit Wealth & Retirement Planning, Inc. Vanguard Ftse Emerging Mkts Et Transaction History

Summit Wealth & Retirement Planning, Inc.

$356 Million
Q2 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 10,084 shares of VWO stock, worth $511,157. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,084

Previous 6,255 61.22%

Holding current value

$511,157

Previous $283,000 75.97%

% of portfolio

0.14%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$39.89 - $49.46 $152,738 - $189,382	3,829 Added 61.22%	10,084 $498,000
Q1 2025 May 05, 2025	BUY	$42.5 - $46.71 $19,890 - $21,860	468 Added 8.09%	6,255 $283,000
Q4 2024 Jan 28, 2025	BUY	$44.04 - $49.49 $254,859 - $286,398	5,787 New	5,787 $254,000
Q2 2022 Aug 02, 2022	BUY	$40.48 - $47.83 $292,306 - $345,380	7,221 New	7,221 $301,000
Q4 2021 Feb 03, 2022	SELL	$47.81 - $52.33 $276,915 - $303,095	-5,792 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$49.35 - $54.02 $285,835 - $312,883	5,792 New	5,792 $290,000

Others Institutions Holding VWO

# of Institutions

2,505

Shares Held

1.38B

Call Options Held

1.34M

Put Options Held

1.16M

View Full List

About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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Summit Wealth & Retirement Planning, Inc. Vanguard Ftse Emerging Mkts Et Transaction History