Summit Financial Strategies, Inc. Vanguard Small Cap Growth ETF Transaction History

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 136,290 shares of VBK stock, worth $36.1 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares
136,290
Previous 138,805 1.81%
Holding current value
$36.1 Million
Previous $38.9 Million 11.73%
% of portfolio
3.75%
Previous 4.65%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$247.97 - $296.33 $623,644 - $745,269
-2,515 Reduced 1.81%
136,290 $34.3 Million
Q4 2024

Jan 22, 2025
BUY
$264.18 - $304.19 $183,605 - $211,412
695 Added 0.5%
138,805 $38.9 Million
Q3 2024

Oct 16, 2024
BUY
$240.48 - $267.94 $206,572 - $230,160
859 Added 0.63%
138,110 $36.9 Million
Q2 2024

Jul 19, 2024
BUY
$237.63 - $258.31 $318,186 - $345,877
1,339 Added 0.99%
137,251 $34.3 Million
Q1 2024

May 09, 2024
BUY
$231.0 - $260.72 $276,969 - $312,603
1,199 Added 0.89%
135,912 $35.4 Million
Q4 2023

Feb 13, 2024
BUY
$196.36 - $245.46 $154,142 - $192,686
785 Added 0.59%
134,713 $32.6 Million
Q3 2023

Oct 24, 2023
SELL
$210.59 - $239.48 $52,647 - $59,870
-250 Reduced 0.19%
133,928 $28.7 Million
Q2 2023

Jul 21, 2023
SELL
$209.12 - $229.74 $21,121 - $23,203
-101 Reduced 0.08%
134,178 $30.8 Million
Q1 2023

Apr 21, 2023
BUY
$198.77 - $233.54 $510,242 - $599,497
2,567 Added 1.95%
134,279 $29.1 Million
Q4 2022

Jan 20, 2023
BUY
$192.0 - $216.09 $201,024 - $226,246
1,047 Added 0.8%
131,712 $0
Q3 2022

Oct 21, 2022
BUY
$192.77 - $237.17 $736,188 - $905,752
3,819 Added 3.01%
130,665 $25.5 Million
Q2 2022

Jul 25, 2022
BUY
$188.16 - $253.27 $277,912 - $374,079
1,477 Added 1.18%
126,846 $25 Million
Q1 2022

May 04, 2022
SELL
$224.28 - $282.83 $129,633 - $163,475
-578 Reduced 0.46%
125,369 $31.1 Million
Q4 2021

Feb 03, 2022
BUY
$269.22 - $305.79 $262,758 - $298,451
976 Added 0.78%
125,947 $35.5 Million
Q3 2021

Nov 10, 2021
BUY
$273.65 - $297.37 $479,434 - $520,992
1,752 Added 1.42%
124,971 $35 Million
Q2 2021

Aug 11, 2021
BUY
$260.67 - $292.07 $32.1 Million - $36 Million
123,219 New
123,219 $35.7 Million
Q1 2021

May 11, 2021
SELL
$262.76 - $302.04 $30 Million - $34.5 Million
-114,096 Closed
0 $0
Q4 2020

Feb 05, 2021
SELL
$216.78 - $272.28 $910,259 - $1.14 Million
-4,199 Reduced 3.55%
114,096 $30.5 Million
Q3 2020

Nov 16, 2020
SELL
$197.81 - $223.21 $432,412 - $487,937
-2,186 Reduced 1.81%
118,295 $25.4 Million
Q2 2020

Jul 31, 2020
BUY
$139.78 - $205.13 $115,458 - $169,437
826 Added 0.69%
120,481 $24 Million
Q1 2020

May 11, 2020
BUY
$128.7 - $210.28 $15.4 Million - $25.2 Million
119,655 New
119,655 $18 Million
Q4 2019

Feb 11, 2020
SELL
$177.24 - $199.81 $21.5 Million - $24.3 Million
-121,380 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$181.04 - $188.72 $152,073 - $158,524
840 Added 0.7%
121,380 $22.1 Million
Q2 2019

Aug 08, 2019
BUY
N/A
2,526 Added 2.14%
120,540 $22.4 Million
Q1 2019

May 14, 2019
BUY
N/A
607 Added 0.52%
118,014 $21.2 Million
Q4 2018

Feb 06, 2019
SELL
N/A
-201 Reduced 0.17%
117,407 $17.7 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-579 Reduced 0.49%
117,608 $22 Million
Q2 2018

Aug 06, 2018
SELL
N/A
-1,140 Reduced 0.96%
118,187 $20.8 Million
Q1 2018

May 14, 2018
BUY
N/A
1,593 Added 1.35%
119,327 $19.6 Million
Q4 2017

Jan 29, 2018
BUY
N/A
1,046 Added 0.9%
117,734 $18.9 Million
Q3 2017

Nov 09, 2017
BUY
N/A
116,688
116,688 $17.8 Million

Others Institutions Holding VBK

# of Institutions
1,208
Shares Held
44.8M
Call Options Held
48.5K
Put Options Held
33K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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