Summit Wealth Partners, LLC Vanguard Value ETF Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,852 shares of VTV stock, worth $678,414. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,852
Previous 4,482 14.06%
Holding current value
$678,414
Previous $782 Million 16.64%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Jan 27, 2025
SELL
$168.32 - $181.87 $106,041 - $114,578
-630 Reduced 14.06%
3,852 $652 Million
Q3 2024

Oct 28, 2024
BUY
$159.75 - $174.57 $32,748 - $35,786
205 Added 4.79%
4,482 $782 Million
Q2 2024

Sep 11, 2024
SELL
$154.57 - $163.65 $18,548 - $19,638
-120 Reduced 2.73%
4,277 $686 Million
Q1 2024

Sep 11, 2024
SELL
$147.46 - $162.86 $64,734 - $71,495
-439 Reduced 9.08%
4,397 $716 Million
Q4 2023

Sep 11, 2024
BUY
$131.82 - $149.95 $39,809 - $45,284
302 Added 6.66%
4,836 $723 Million
Q3 2023

Sep 11, 2024
BUY
$137.93 - $147.18 $253,101 - $270,075
1,835 Added 67.99%
4,534 $625 Million
Q2 2023

Sep 11, 2024
SELL
$134.74 - $142.42 $69,660 - $73,631
-517 Reduced 16.08%
2,699 $383 Million
Q1 2023

Sep 11, 2024
BUY
$132.13 - $144.96 $2,510 - $2,754
19 Added 0.59%
3,216 $444 Million
Q4 2022

Sep 11, 2024
BUY
$124.69 - $146.24 $43,018 - $50,452
345 Added 12.1%
3,197 $449 Million
Q3 2022

Sep 11, 2024
SELL
$123.48 - $143.43 $98,166 - $114,026
-795 Reduced 21.8%
2,852 $352 Million
Q2 2022

Sep 11, 2024
SELL
$128.01 - $150.8 $304,919 - $359,205
-2,382 Reduced 39.51%
3,647 $481 Million
Q1 2022

Sep 11, 2024
BUY
$140.46 - $150.33 $236,815 - $253,456
1,686 Added 38.82%
6,029 $891 Million
Q4 2021

Sep 10, 2024
BUY
$136.43 - $147.24 $135,884 - $146,651
996 Added 29.76%
4,343 $639 Million
Q3 2021

Sep 10, 2024
SELL
$134.5 - $142.48 $125,219 - $132,648
-931 Reduced 21.76%
3,347 $453 Million
Q2 2021

Sep 10, 2024
BUY
$132.12 - $141.17 $137,140 - $146,534
1,038 Added 32.04%
4,278 $588 Million
Q1 2021

Sep 10, 2024
BUY
$117.44 - $132.31 $97,944 - $110,346
834 Added 34.66%
3,240 $426 Million
Q4 2020

Sep 10, 2024
BUY
$101.75 - $119.15 $35,205 - $41,225
346 Added 16.8%
2,406 $286 Million
Q3 2020

Sep 10, 2024
SELL
$98.37 - $109.49 $40,134 - $44,671
-408 Reduced 16.53%
2,060 $215 Million
Q1 2020

Sep 10, 2024
BUY
$76.76 - $121.42 $57,953 - $91,672
755 Added 44.07%
2,468 $220 Million
Q4 2019

Sep 09, 2024
BUY
$107.9 - $120.77 $184,832 - $206,879
1,713 New
1,713 $205 Million

Others Institutions Holding VTV

# of Institutions
2,350
Shares Held
520M
Call Options Held
248K
Put Options Held
265K
View Full List

About VANGUARD VALUE ETF

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