Summit Wealth Group, LLC Vanguard World Fd Esg Intl Stk Transaction History
Summit Wealth Group, LLC
- $398 Million
- Q3 2025
A detailed history of Summit Wealth Group, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Summit Wealth Group, LLC holds 22,385 shares of VSGX stock, worth $1.58 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
22,385
Previous 23,085
3.03%
Holding current value
$1.58 Million
Previous $1.51 Million
2.65%
% of portfolio
0.39%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding VSGX
# of Institutions
436Shares Held
22.4MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.82MShares$269 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.62MShares$114 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.29MShares$91.1 Million0.07% of portfolio
-
Leo Brokerage, LLC736KShares$51.8 Million4.46% of portfolio
-
Leo Wealth, LLC Hurst, TX618KShares$43.5 Million5.56% of portfolio