Summit Wealth Partners, LLC Vanguard Sht Term Corp Bd ETF Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 21,778 shares of VCSH stock, worth $1.71 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
21,778
Previous 22,439
2.95%
Holding current value
$1.71 Million
Previous $1.78 Billion
4.67%
% of portfolio
0.35%
Previous 0.34%
Shares
16 transactions
Others Institutions Holding VCSH
# of Institutions
1,387Shares Held
310MCall Options Held
7.7KPut Options Held
5.1K-
Bank Of America Corp Charlotte, NC51.7MShares$4.06 Billion0.35% of portfolio
-
Prudential PLC London, England, X021.1MShares$1.65 Billion8.54% of portfolio
-
Morgan Stanley New York, NY16.8MShares$1.32 Billion0.1% of portfolio
-
Japan Science & Technology Agency Tokyo, M08.2MShares$643 Million10.95% of portfolio
-
Envestnet Asset Management Inc7.27MShares$570 Million0.19% of portfolio