Summit Financial Strategies, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

Summit Financial Strategies, Inc.

$679 Million
Q1 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 9,973 shares of IVOO stock, worth $985,432. This represents 0.15% of its overall portfolio holdings.

Number of Shares

9,973

Previous 9,966 0.07%

Holding current value

$985,432

Previous $936,000 9.72%

% of portfolio

0.15%

Previous 0.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$90.9 - $103.01 $636 - $721	7 Added 0.07%	9,973 $1.03 Million
Q1 2023 Apr 21, 2023	BUY	$80.26 - $183.76 $399,935 - $915,676	4,983 Added 100.0%	9,966 $843,000
Q4 2022 Jan 20, 2023	BUY	$160.22 - $174.3 $39,734 - $43,226	248 Added 5.24%	4,983 $0
Q3 2022 Oct 21, 2022	BUY	N/A	116 Added 2.51%	4,735 $704,000
Q2 2022 Jul 25, 2022	SELL	N/A	-2,735 Reduced 37.19%	4,619 $707,000

Q1 2022 May 04, 2022	BUY	N/A	2,933 Added 66.34%	7,354 $1.34 Million
Q2 2021 Aug 11, 2021	BUY	N/A	4,421 New	4,421 $805,000
Q1 2021 May 11, 2021	SELL	N/A	-4,207 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	N/A	-41 Reduced 0.97%	4,207 $528,000
Q2 2020 Jul 31, 2020	BUY	N/A	4,248 New	4,248 $511,000

Others Institutions Holding IVOO

# of Institutions

247

Shares Held

8.95M

Call Options Held

5.6K

Put Options Held

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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Summit Financial Strategies, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History