Summit Asset Management, LLC Vanguard S&P Small Cap 600 Gro Transaction History
Summit Asset Management, LLC
- $841 Million
- Q1 2024
A detailed history of Summit Asset Management, LLC transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, Summit Asset Management, LLC holds 7,546 shares of VIOG stock, worth $830,739. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,546
Previous 7,546
-0.0%
Holding current value
$830,739
Previous $811,000
4.56%
% of portfolio
0.1%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding VIOG
# of Institutions
128Shares Held
2.4MCall Options Held
2.8KPut Options Held
0-
Morgan Stanley New York, NY211KShares$23.2 Million0.0% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO182KShares$20 Million0.39% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN163KShares$18 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS132KShares$14.5 Million0.03% of portfolio
-
Octavia Wealth Advisors, LLC128KShares$14.1 Million2.14% of portfolio