Summit Wealth Group, LLC Vanguard Whitehall Fds Intl Hi Transaction History
Summit Wealth Group, LLC
- $398 Million
- Q3 2025
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 8,193 shares of VYMI stock, worth $717,379. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,193
Previous 8,188
0.06%
Holding current value
$717,379
Previous $656,000
5.64%
% of portfolio
0.17%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding VYMI
# of Institutions
735Shares Held
63.5MCall Options Held
6.1KPut Options Held
6.3K-
Morgan Stanley New York, NY5.45MShares$477 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.07MShares$444 Million0.03% of portfolio
-
Orgel Wealth Management, LLC2.53MShares$221 Million5.16% of portfolio
-
Captrust Financial Advisors Raleigh, NC2.44MShares$214 Million0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.07MShares$181 Million0.03% of portfolio