Summit Financial Wealth Advisors, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Summit Financial Wealth Advisors, LLC

$490 Million
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 05, 2021	SELL	$49.35 - $54.02 $212,205 - $232,286	-4,300 Closed	0 $0
Q2 2021 Aug 09, 2021	SELL	$50.96 - $55.14 $8,918 - $9,649	-175 Reduced 3.91%	4,300 $234,000
Q1 2021 Apr 23, 2021	BUY	$50.34 - $56.49 $225,271 - $252,792	4,475 New	4,475 $224,000
Q4 2020 Jan 11, 2021	SELL	$43.14 - $50.24 $198,659 - $231,355	-4,605 Closed	0 $0
Q3 2020 Nov 09, 2020	SELL	$40.14 - $45.14 $11,439 - $12,864	-285 Reduced 5.83%	4,605 $204,000
Q2 2020 Jul 16, 2020	SELL	$32.36 - $40.59 $75,237 - $94,371	-2,325 Reduced 32.22%	4,890 $212,000
Q4 2019 Jan 28, 2020	BUY	$39.79 - $44.7 $287,084 - $322,510	7,215 New	7,215 $309,000
Q3 2019 Nov 05, 2019	SELL	$39.0 - $43.14 $185,835 - $205,562	-4,765 Closed	0 $0
Q2 2019 Jul 16, 2019	SELL	$39.79 - $44.01 $41,341 - $45,726	-1,039 Reduced 17.9%	4,765 $203,000
Q4 2018 Feb 01, 2019	BUY	$36.68 - $41.1 $212,890 - $238,544	5,804 New	5,804 $221,000

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