Summit Wealth Group, LLC Vanguard Whitehall Fds Intl Hi Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 2024
A detailed history of Summit Wealth Group, LLC transactions in Vanguard Whitehall Fds Intl Hi stock. As of the latest transaction made, Summit Wealth Group, LLC holds 8,177 shares of VYMI stock, worth $591,769. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,177
Previous 8,194
0.21%
Holding current value
$591,769
Previous $602,000
7.81%
% of portfolio
0.16%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding VYMI
# of Institutions
601Shares Held
76.8MCall Options Held
2.9KPut Options Held
1.2K-
Wealthfront Advisers LLC23.9MShares$1.73 Billion1.35% of portfolio
-
Morgan Stanley New York, NY4.48MShares$324 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$262 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.59MShares$187 Million4.76% of portfolio
-
Wells Fargo & Company San Francisco, CA1.83MShares$132 Million0.03% of portfolio