Summit Investment Advisory Services, LLC Vanguard Total Stock Market Et Transaction History

Summit Investment Advisory Services, LLC

$189 Billion
Q3 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 18,550 shares of VTI stock, worth $5.56 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares

18,550

Previous 4,913 277.57%

Holding current value

$5.56 Million

Previous $1.31 Billion 299.66%

% of portfolio

2.79%

Previous 1.55%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$255.18 - $283.2 $3.48 Million - $3.86 Million	13,637 Added 277.57%	18,550 $5.25 Billion
Q2 2024 Jul 15, 2024	SELL	$245.23 - $269.4 $3.46 Million - $3.8 Million	-14,114 Reduced 74.18%	4,913 $1.31 Billion
Q1 2024 Apr 18, 2024	BUY	$232.77 - $260.14 $185,052 - $206,811	795 Added 4.36%	19,027 $4.95 Billion
Q4 2023 Jan 18, 2024	SELL	$203.12 - $238.25 $21,530 - $25,254	-106 Reduced 0.58%	18,232 $4.32 Billion
Q3 2023 Oct 10, 2023	SELL	$211.41 - $228.35 $205,279 - $221,727	-971 Reduced 5.03%	18,338 $3.9 Billion
Q2 2023 Jul 26, 2023	BUY	$200.75 - $220.28 $76,485 - $83,926	381 Added 2.01%	19,309 $4.25 Billion
Q1 2023 Apr 17, 2023	BUY	$189.85 - $210.01 $1,328 - $1,470	7 Added 0.04%	18,928 $3.86 Billion
Q4 2022 Feb 02, 2023	BUY	$179.3 - $204.18 $3.39 Million - $3.86 Million	18,921 New	18,921 $3.62 Billion

Others Institutions Holding VTI

# of Institutions

3,045

Shares Held

454M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Summit Investment Advisory Services, LLC Vanguard Total Stock Market Et Transaction History