Summit Wealth & Retirement Planning, Inc. Vanguard Ftse Developed Market Transaction History

Summit Wealth & Retirement Planning, Inc.

$309 Million
Q4 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 11,062 shares of VEA stock, worth $579,648. This represents 0.17% of its overall portfolio holdings.

Number of Shares

11,062

Previous 11,042 0.18%

Holding current value

$579,648

Previous $583,000 9.43%

% of portfolio

0.17%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$47.57 - $52.44 $951 - $1,048	20 Added 0.18%	11,062 $528,000
Q3 2024 Nov 01, 2024	BUY	$47.6 - $53.31 $95 - $106	2 Added 0.02%	11,042 $583,000
Q2 2024 Aug 06, 2024	BUY	$47.83 - $51.21 $286 - $307	6 Added 0.05%	11,040 $545,000
Q1 2024 May 09, 2024	BUY	$46.21 - $50.27 $6,284 - $6,836	136 Added 1.25%	11,034 $553,000
Q1 2023 May 11, 2023	SELL	$42.2 - $46.17 $8,440 - $9,234	-200 Reduced 1.8%	10,898 $492,000
Q4 2022 Feb 09, 2023	BUY	$36.19 - $43.78 $401,636 - $485,870	11,098 New	11,098 $466,000

Others Institutions Holding VEA

# of Institutions

2,580

Shares Held

2.15B

Call Options Held

170K

Put Options Held

101K

View Full List

About VANGUARD FTSE DEVELOPED MARKET

Ticker VEA
Sector ETFs
Industry ETFs

More about VEA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.

Account

Summit Wealth & Retirement Planning, Inc. Vanguard Ftse Developed Market Transaction History