Summit Wealth & Retirement Planning’s Vermilion Energy VET Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio VET Stock Details VET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,149	Closed	-$45K	–	115
2020 Q2	$45K	Hold	10,149	–	–	0.02%	110
2020 Q1	$32K	Sell	10,149 -589	-5%	-$6.57K	0.02%	112
2019 Q4	$176K	Sell	10,738 -7,261	-40%	-$109K	0.08%	124
2019 Q3	$301K	Hold	17,999	–	–	0.18%	98
2019 Q2	$391K	Sell	17,999 -2,470	-12%	-$57.6K	0.23%	89
2019 Q1	$506K	Hold	20,469	–	–	0.3%	77
2018 Q4	$431K	Buy	+20,469	New	+$532K	0.33%	67

Other funds holding VET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth & Retirement Planning's VET Position: Q3 2020 in Review

Summit Wealth & Retirement Planning sold out of Vermilion Energy (VET) in Q3 2020, closing a stake of 10,149 shares — an estimated $45K sold.

Summit Wealth & Retirement Planning first reported a position in VET in Q4 2018 and held it in 7 quarters. The position peaked at $506K in Q1 2019. 87 funds tracked by Wall St. Rank hold VET as of Q3 2020.

Summit Wealth & Retirement Planning reported no remaining Vermilion Energy position as of Q3 2020 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 10,149 Vermilion Energy shares in Q3 2020, an estimated $45K.
Summit Wealth & Retirement Planning first reported a position in Vermilion Energy in Q4 2018 and held it in 7 quarters.
Summit Wealth & Retirement Planning's Vermilion Energy position peaked at $506K in Q1 2019.
87 funds tracked by Wall St. Rank held Vermilion Energy as of Q3 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2020, filed 10 Nov 2020.