A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 1,783 shares of VB stock, worth $421,554. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,783
Previous 1,781 0.11%
Holding current value
$421,554
Previous $407,000 4.67%
% of portfolio
0.14%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$210.76 - $226.94 $421 - $453
2 Added 0.11%
1,783 $388,000
Q1 2024

May 09, 2024

BUY
$204.0 - $228.59 $29,172 - $32,688
143 Added 8.73%
1,781 $407,000
Q2 2023

Jul 26, 2023

BUY
$181.26 - $198.89 $296,903 - $325,781
1,638 New
1,638 $325,000

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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