VANGUARD SPECIALIZED FUNDS

Ticker: VIG CUSIP: 921908844 Class: DIV APP ETF

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 6,252 Value ($000) $1,349 Avg Close Range
Q2 2025
Shares 6,252 Value ($000) $1,280 Avg Close Range
Q1 2025
Shares 6,252 Value ($000) $1,213 Avg Close Range
Q4 2024
Shares 6,292 Value ($000) $1,232 Avg Close Range
Q3 2024
Shares 6,290 Value ($000) $1,246 Avg Close Range
Q2 2024
Shares 6,954 Value ($000) $1,269 Avg Close Range
Q1 2024
Shares 6,962 Value ($000) $1,271 Avg Close Range
Q4 2023
Shares 6,962 Value ($000) $1,186 Avg Close Range
Q3 2023
Shares 7,994 Value ($000) $1,242 Avg Close Range
Q2 2023
Shares 7,992 Value ($000) $1,298 Avg Close Range
Q1 2023
Shares 7,992 Value ($000) $1,231 Avg Close Range
Q4 2022
Shares 7,987 Value ($000) $1,213 Avg Close Range
Q3 2022
Shares 7,981 Value ($000) $1,079 Avg Close Range
Q2 2022
Shares 7,976 Value ($000) $1,144 Avg Close Range
Q1 2022
Shares 7,559 Value ($000) $1,226 Avg Close Range
Q4 2021
Shares 7,555 Value ($000) $1,297 Avg Close Range
Q3 2021
Shares 7,521 Value ($000) $1,155 Avg Close Range
Q2 2021
Shares 7,671 Value ($000) $1,187 Avg Close Range
Q1 2021
Shares 6,299 Value ($000) $926 Avg Close Range
Q4 2020
Shares 6,254 Value ($000) $883 Avg Close Range
Q3 2020
Shares 6,244 Value ($000) $803 Avg Close Range
Q2 2020
Shares 6,221 Value ($000) $729 Avg Close Range
Q1 2020
Shares 6,221 Value ($000) $643 Avg Close Range
Q4 2019
Shares 6,216 Value ($000) $775 Avg Close Range