Summit Wealth Partners, LLC's ownership history for VUG

Summit Wealth Partners, LLC currently holds 12.1K shares with a market value of $5.8M. It started holding VUG on 2024-09-30. At its peak, it held 12.1K shares on 2025-09-30. Its highest holding value was $5.8M on 2025-09-30. At its lowest, it held 5.0K shares on 2024-09-30, with a value of $1.9M on 2024-09-30. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 4.6K. In the recent year, Summit Wealth Partners, LLC has increased its shares by 7.2K.