Summit Wealth Group, LLC Vanguard Whitehall Fds (Vangua Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Summit Wealth Group, LLC holds 5,261 shares of VYM stock, worth $741,853. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,261
Previous 5,261 -0.0%
Holding current value
$741,853
Previous $701,000 5.71%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Feb 04, 2025
SELL
$126.68 - $134.74 $2,153 - $2,290
-17 Reduced 0.32%
5,261 $671,000
Q2 2024

Jul 31, 2024
BUY
$114.71 - $121.51 $605,439 - $641,329
5,278 New
5,278 $626,000
Q2 2023

Jul 26, 2023
SELL
$101.36 - $107.68 $39.6 Million - $42.1 Million
-390,517 Reduced 99.05%
3,737 $396,000
Q1 2023

May 10, 2023
BUY
$100.82 - $111.44 $39.7 Million - $43.9 Million
394,254 New
394,254 $4,000

Others Institutions Holding VYM

# of Institutions
2,099
Shares Held
190M
Call Options Held
2.01M
Put Options Held
167K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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