Summit Wealth Group, LLC VEA Holdings History
Summit Wealth Group, LLC's Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Summit Wealth Group, LLC held 305,026.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $15.50 Mil. This investment constitutes 4.53% of their stock portfolio, and Summit Wealth Group, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2019Q4. And since then Summit Wealth Group, LLC has made 6 purchases of VEA, at an average price of $44.13, for a total of 13.51 Mil shares. In addition, there have been 8 sales at an average price of $45.69 for 13.20 Mil shares. Based on historical transaction data and VEA's current price of $57.28, Summit Wealth Group, LLC's estimated gain on his VEA holdings is $24.66 Mil, reflecting a 4.14% gain to date.
Summit Wealth Group, LLC VEA ($57.28) Holding Chart
Summit Wealth Group, LLC VEA ($57.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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