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 $605,098. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,177
Previous 8,194
0.21%
Holding current value
$605,098
Previous $602,000
7.81%
% of portfolio
0.16%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding VYMI
# of Institutions
616Shares Held
53.3MCall Options Held
2.9KPut Options Held
1.2K-
Morgan Stanley New York, NY4.48MShares$331 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$268 Million0.02% of portfolio
-
Orgel Wealth Management, LLC2.58MShares$191 Million5.27% of portfolio
-
Wells Fargo & Company San Francisco, CA1.83MShares$135 Million0.03% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.8MShares$133 Million0.36% of portfolio