Summit Wealth Group, LLC Vanguard World Fd Esg U S Corp Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Vanguard World Fd Esg U S Corp stock. As of the latest transaction made, Summit Wealth Group, LLC holds 5,602 shares of VCEB stock, worth $356,623. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,602
Previous 5,602 -0.0%
Holding current value
$356,623
Previous $355,000 1.13%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$61.87 - $64.86 $346,595 - $363,345
5,602 New
5,602 $347,000
Q1 2023

May 10, 2023
BUY
$60.51 - $63.64 $12.5 Million - $13.2 Million
206,910 New
206,910 $3,000

Others Institutions Holding VCEB

# of Institutions
121
Shares Held
6.18M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U S CORP

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