Summit Financial Strategies, Inc. Vanguard Ftse Developed Market Transaction History

Summit Financial Strategies, Inc.

$836 Million
Q4 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 83,198 shares of VEA stock, worth $4.16 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

83,198

Previous 83,319 0.15%

Holding current value

$4.16 Million

Previous $4.4 Million 9.59%

% of portfolio

0.48%

Previous 0.54%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$47.57 - $52.44 $5,755 - $6,345	-121 Reduced 0.15%	83,198 $3.98 Million
Q3 2024 Oct 16, 2024	SELL	$47.6 - $53.31 $383,465 - $429,465	-8,056 Reduced 8.82%	83,319 $4.4 Million
Q2 2024 Jul 19, 2024	BUY	$47.83 - $51.21 $48,930 - $52,387	1,023 Added 1.13%	91,375 $4.52 Million
Q1 2024 May 09, 2024	SELL	$46.21 - $50.27 $29,112 - $31,670	-630 Reduced 0.69%	90,352 $4.53 Million
Q4 2023 Feb 13, 2024	SELL	$41.58 - $47.99 $61,579 - $71,073	-1,481 Reduced 1.6%	90,982 $4.36 Million
Q3 2023 Oct 24, 2023	SELL	$43.5 - $47.63 $116,667 - $127,743	-2,682 Reduced 2.82%	92,463 $4.04 Million
Q2 2023 Jul 21, 2023	SELL	$44.63 - $47.33 $340,080 - $360,654	-7,620 Reduced 7.41%	95,145 $4.39 Million
Q1 2023 Apr 21, 2023	SELL	$42.2 - $46.17 $4,009 - $4,386	-95 Reduced 0.09%	102,765 $4.64 Million
Q4 2022 Jan 20, 2023	BUY	$36.19 - $43.78 $1.9 Million - $2.3 Million	52,627 Added 104.77%	102,860 $0
Q3 2022 Oct 21, 2022	SELL	$36.19 - $43.74 $2.61 Million - $3.15 Million	-72,112 Reduced 58.94%	50,233 $1.83 Million
Q2 2022 Jul 25, 2022	BUY	$40.38 - $48.66 $3.82 Million - $4.61 Million	94,643 Added 341.65%	122,345 $4.99 Million
Q1 2022 May 04, 2022	BUY	$44.13 - $51.72 $432,606 - $507,011	9,803 Added 54.77%	27,702 $1.33 Million
Q4 2021 Feb 03, 2022	BUY	$49.38 - $52.95 $273,120 - $292,866	5,531 Added 44.72%	17,899 $914,000
Q2 2021 Aug 11, 2021	BUY	$49.75 - $53.3 $615,308 - $659,214	12,368 New	12,368 $637,000
Q1 2021 May 11, 2021	SELL	$46.87 - $50.05 $375,006 - $400,450	-8,001 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$38.92 - $42.44 $6,227 - $6,790	-160 Reduced 1.96%	8,001 $327,000
Q2 2020 Jul 31, 2020	BUY	$31.83 - $40.85 $259,764 - $333,376	8,161 New	8,161 $317,000

Others Institutions Holding VEA

# of Institutions

2,397

Shares Held

2.12B

Call Options Held

217K

Put Options Held

607K

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Summit Financial Strategies, Inc. Vanguard Ftse Developed Market Transaction History