Summit Financial Wealth Advisors, LLC's ownership history for VUG


Summit Financial Wealth Advisors, LLC currently holds 110.0K shares with a market value of $53.7M. It started holding VUG on 2024-09-30. At its peak, it held 112.6K shares on 2025-09-30. Its highest holding value was $54.3M on 2025-09-30. At its lowest, it held 99.6K shares on 2024-12-31, with a value of $37.1M on 2025-03-31. In the recent 180 days, Summit Financial Wealth Advisors, LLC has decreased its shares by 2.2K. In the recent year, Summit Financial Wealth Advisors, LLC has increased its shares by 10.4K.


Summit Financial Wealth Advisors, LLC's ownership history for VUG