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

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 3.5K shares with a market value of $1.5M. It started holding VUG on 2024-09-30. At its peak, it held 3.8K shares on 2025-03-31. Its highest holding value was $1.6M on 2025-12-31. At its lowest, it held 1.0K shares on 2024-09-30, with a value of $396.2K on 2024-09-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 156. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 293.