Ownership history in Summit Wealth Group, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in VANGUARD TAX MANAGED INTL FD (VEA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 300,322 | +178 | +0.1% | 4.38% | $18.8M | $62.36 |
| 2025 Q3 | REDUCED | 300,144 | -6,734 | -2.2% | 4.35% | $18.0M | $58.82 |
| 2025 Q2 | ADDED | 306,878 | +1,852 | +0.6% | 4.49% | $17.5M | $55.70 |
| 2025 Q1 | REDUCED | 305,026 | -436 | -0.1% | 4.53% | $15.5M | $49.27 |
| 2024 Q4 | ADDED | 305,462 | +13,907 | +4.8% | 4.23% | $14.6M | $46.14 |
| 2024 Q3 | REDUCED | 291,555 | -21,974 | -7.0% | 4.44% | $15.4M | $50.20 |
| 2024 Q2 | ADDED | 313,529 | +32,194 | +11.4% | 4.65% | $15.5M | $46.85 |
| 2023 Q2 | REDUCED | 281,335 | -12,550,267 | -97.8% | 5.26% | $13.0M | $42.28 |
| 2023 Q1 | ADDED | 12,831,602 | +12,796,000 | +35941.8% | 6.78% | $284K | $40.97 |
| 2021 Q3 | REDUCED | 35,602 | -238,180 | -87.0% | 2.84% | $1.8M | $43.63 |
As of 2025 Q4 — sorted by position size