Summit Asset Management, LLC Vanguard Financial ETF Transaction History
Summit Asset Management, LLC
- $866 Million
- Q3 2024
A detailed history of Summit Asset Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Summit Asset Management, LLC holds 2,013 shares of VFH stock, worth $237,735. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,013
Previous 2,004
0.45%
Holding current value
$237,735
Previous $200,000
10.5%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
688Shares Held
52.3MCall Options Held
45KPut Options Held
10.5K-
Bank Of America Corp Charlotte, NC23.4MShares$2.76 Billion0.22% of portfolio
-
Morgan Stanley New York, NY2.75MShares$325 Million0.02% of portfolio
-
Ubs Group Ag1.88MShares$222 Million0.05% of portfolio
-
Beacon Capital Management, Inc.1.52MShares$179 Million7.19% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$161 Million0.03% of portfolio