Summit Wealth Group, LLC's ownership history for VLUE

Summit Wealth Group, LLC currently holds 7.9K shares with a market value of $992.3K. It started holding VLUE on 2024-09-30. At its peak, it held 47.3K shares on 2024-12-31. Its highest holding value was $992.3K on 2025-09-30. At its lowest, it held 7.9K shares on 2025-09-30, with a value of $1.7K on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 34.3K. In the recent year, Summit Wealth Group, LLC has decreased its shares by 37.5K.