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

Summit Financial Strategies, Inc.

$998 Million
Q2 2025

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 9,954 shares of IVOO stock, worth $1.06 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,954

Previous 9,954 -0.0%

Holding current value

$1.06 Million

Previous $982,000 6.31%

% of portfolio

0.1%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$97.05 - $106.1 $1,843 - $2,015	-19 Reduced 0.19%	9,954 $1.05 Million
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	$75.71 - $174.3 $18,776 - $43,226	248 Added 5.24%	4,983 $0
Q3 2022 Oct 21, 2022	BUY	$74.3 - $89.13 $8,618 - $10,339	116 Added 2.51%	4,735 $704,000
Q2 2022 Jul 25, 2022	SELL	$74.48 - $91.47 $203,702 - $250,170	-2,735 Reduced 37.19%	4,619 $707,000
Q1 2022 May 04, 2022	BUY	$85.0 - $96.56 $249,305 - $283,210	2,933 Added 66.34%	7,354 $1.34 Million
Q2 2021 Aug 11, 2021	BUY	$88.32 - $93.52 $390,462 - $413,451	4,421 New	4,421 $805,000
Q1 2021 May 11, 2021	SELL	$76.54 - $90.63 $322,003 - $381,280	-4,207 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$59.03 - $66.5 $2,420 - $2,726	-41 Reduced 0.97%	4,207 $528,000
Q2 2020 Jul 31, 2020	BUY	$45.16 - $65.83 $191,839 - $279,645	4,248 New	4,248 $511,000

Others Institutions Holding IVOO

# of Institutions

301

Shares Held

12.2M

Call Options Held

Put Options Held

100

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

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