Summit Wealth Group, LLC Vanguard Ftse Developed Market Transaction History

Summit Wealth Group, LLC

$347 Million
Q3 2024

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Summit Wealth Group, LLC holds 291,555 shares of VEA stock, worth $14 Million. This represents 4.44% of its overall portfolio holdings.

Number of Shares

291,555

Previous 313,529 7.01%

Holding current value

$14 Million

Previous $15.5 Million 0.63%

% of portfolio

4.44%

Previous 4.65%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$47.6 - $53.31 $1.05 Million - $1.17 Million	-21,974 Reduced 7.01%	291,555 $15.4 Million
Q2 2024 Jul 31, 2024	BUY	$47.83 - $51.21 $15 Million - $16.1 Million	313,529 New	313,529 $15.5 Million
Q2 2023 Jul 26, 2023	SELL	$44.63 - $47.33 $560 Million - $594 Million	-12,550,267 Reduced 97.81%	281,335 $13 Million
Q1 2023 May 10, 2023	BUY	$42.2 - $46.17 $541 Million - $592 Million	12,831,602 New	12,831,602 $284,000
Q4 2021 Feb 14, 2022	SELL	$49.38 - $52.95 $1.76 Million - $1.89 Million	-35,602 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$50.07 - $53.43 $1.78 Million - $1.9 Million	35,602 New	35,602 $1.8 Million
Q1 2021 May 11, 2021	SELL	$46.87 - $50.05 $12.8 Million - $13.7 Million	-273,782 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$39.45 - $47.53 $683,747 - $823,789	-17,332 Reduced 5.95%	273,782 $12.9 Million
Q3 2020 Nov 06, 2020	BUY	$38.92 - $42.44 $369,973 - $403,434	9,506 Added 3.38%	291,114 $11.9 Million
Q2 2020 Aug 06, 2020	SELL	$31.83 - $40.85 $702,997 - $902,213	-22,086 Reduced 7.27%	281,608 $10.9 Million
Q1 2020 May 12, 2020	BUY	$28.78 - $44.66 $375,060 - $582,009	13,032 Added 4.48%	303,694 $10.1 Million
Q4 2019 Feb 10, 2020	BUY	$39.9 - $44.4 $11.6 Million - $12.9 Million	290,662 New	290,662 $12.8 Million

Others Institutions Holding VEA

# of Institutions

2,385

Shares Held

2.11B

Call Options Held

217K

Put Options Held

607K

View Full List

About VANGUARD FTSE DEVELOPED MARKET

Ticker VEA
Sector ETFs
Industry ETFs

More about VEA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.

Account

Summit Wealth Group, LLC Vanguard Ftse Developed Market Transaction History