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Vanguard Mega Cap ETF (NYSEARCA:MGC) is Summit Wealth & Retirement Planning Inc.'s 3rd Largest Position - Vimarsana News

Vanguard Mega Cap ETF (NYSEARCA:MGC) is Summit Wealth & Retirement Planning Inc.'s 3rd Largest Position

Summit Wealth & Retirement Planning Inc. decreased its position in Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 1.3% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 181,306 shares of the company’s stock after selling 2,397 shares during the period. Vanguard Mega Cap […]

Summit Wealth & Retirement Planning Inc. Cuts Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV) - Vimarsana News

Summit Wealth & Retirement Planning Inc. Cuts Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Summit Wealth & Retirement Planning Inc. lowered its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 9.1% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 11,078 shares of the company’s stock after selling 1,110 shares during the period. Vanguard Short-Term Bond […]

Summit Wealth & Retirement Planning Inc. Has $206,000 Stock Position in Advanced Micro Devices, Inc. (NASDAQ:AMD) - Vimarsana News

Summit Wealth & Retirement Planning Inc. Has $206,000 Stock Position in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Summit Wealth & Retirement Planning Inc. trimmed its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 39.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,812 shares of the semiconductor manufacturer’s stock after selling 1,197 shares during the […]

I had financial advisers for 11 years but feel 'dumb' about money. What do I do? - Vimarsana News

I had financial advisers for 11 years but feel 'dumb' about money. What do I do?

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After 9 years and $100K that went 'poof,' I haven't earned a dime. Who can help? - Vimarsana News

After 9 years and $100K that went 'poof,' I haven't earned a dime. Who can help?

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to picks@marketwatch.com.