Summit Wealth Group, LLC Vanguard Extended Market ETF Transaction History
Summit Wealth Group, LLC
- $347 Million
- Q3 2024
A detailed history of Summit Wealth Group, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 65,207 shares of VXF stock, worth $12.5 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
65,207
Previous 48,329
34.92%
Holding current value
$12.5 Million
Previous $8.16 Million
45.48%
% of portfolio
3.42%
Previous 2.45%
Shares
12 transactions
Others Institutions Holding VXF
# of Institutions
873Shares Held
45.3MCall Options Held
17.8KPut Options Held
32.1K-
Morgan Stanley New York, NY3.41MShares$655 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.26MShares$627 Million1.85% of portfolio
-
Envestnet Asset Management Inc3.08MShares$592 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC1.62MShares$311 Million0.02% of portfolio
-
Fifth Third Bancorp1.5MShares$288 Million1.0% of portfolio