Summit Asset Management, LLC Vanguard Mid Cap ETF Transaction History
Summit Asset Management, LLC
- $841 Million
- Q1 2024
A detailed history of Summit Asset Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Summit Asset Management, LLC holds 1,002 shares of VO stock, worth $242,043. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,002
Previous 1,277
21.53%
Holding current value
$242,043
Previous $297,000
15.82%
% of portfolio
0.03%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding VO
# of Institutions
1,960Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.7 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.8 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio