Summit Wealth Group, LLC's ownership history for VSGX

Summit Wealth Group, LLC currently holds 21.8K shares with a market value of $1.6M. It started holding VSGX on 2024-09-30. At its peak, it held 23.1K shares on 2024-09-30. Its highest holding value was $1.6M on 2025-12-31. At its lowest, it held 21.8K shares on 2026-03-31, with a value of $1.3K on 2024-12-31. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 611. In the recent year, Summit Wealth Group, LLC has decreased its shares by 1.3K.