Summit Wealth & Retirement Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Summit Wealth & Retirement Planning, Inc.

$356 Million
Q2 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 4,486 shares of VYM stock, worth $633,647. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,486

Previous 4,486 -0.0%

Holding current value

$633,647

Previous $578,000 3.46%

% of portfolio

0.17%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$117.9 - $128.2 $47,160 - $51,279	400 Added 9.79%	4,486 $575,000
Q3 2023 Oct 25, 2023	SELL	$103.32 - $110.34 $8,575 - $9,158	-83 Reduced 1.99%	4,086 $422,000
Q2 2023 Jul 26, 2023	BUY	$101.36 - $107.68 $8,412 - $8,937	83 Added 2.03%	4,169 $442,000
Q4 2022 Feb 09, 2023	BUY	$96.14 - $113.15 $392,828 - $462,330	4,086 New	4,086 $442,000
Q1 2022 May 12, 2022	BUY	$107.24 - $115.01 $277,429 - $297,530	2,587 New	2,587 $290,000
Q1 2020 May 11, 2020	SELL	$60.97 - $94.78 $142,425 - $221,406	-2,336 Closed	0 $0
Q2 2019 Aug 06, 2019	SELL	N/A	-1,535 Reduced 39.65%	2,336 $204,000
Q4 2018 Feb 08, 2019	BUY	N/A	3,871 New	3,871 $302,000

Others Institutions Holding VYM

# of Institutions

2,027

Shares Held

195M

Call Options Held

2.08M

Put Options Held

216K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Summit Wealth & Retirement Planning, Inc. Vanguard Whitehall Fds (Vangua Transaction History