SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for VBR

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 20.3K shares with a market value of $4.4M. It started holding VBR on 2024-09-30. At its peak, it held 20.3K shares on 2026-03-31. Its highest holding value was $4.4M on 2026-03-31. At its lowest, it held 9.8K shares on 2024-09-30, with a value of $2.0M on 2024-09-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 365. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 607.