Vanguard Large-Cap ETF shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Vanguard Large-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Large-Cap ETF held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Large-Cap ETF by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $265k | 1.0k | 263.29 |
| 2024-06-30 | $251k | 1.0k | 249.62 |
| 2024-03-31 | $241k | 1.0k | 239.76 |
| 2023-12-31 | $220k | 1.0k | 218.15 |
| 2023-06-30 | $204k | 1.0k | 202.72 |
More positions owned by Summit Wealth & Retirement Planning
View all positions for Summit Wealth & Retirement Planning