Summit Financial Strategies, Inc. Vanguard Ftse All World Ex Us Transaction History

Summit Financial Strategies, Inc.

$914 Million
Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Ftse All World Ex Us stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 13,544 shares of VEU stock, worth $883,475. This represents 0.09% of its overall portfolio holdings.

Number of Shares

13,544

Previous 13,689 1.06%

Holding current value

$883,475

Previous $785,000 4.59%

% of portfolio

0.09%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$56.51 - $62.98 $8,193 - $9,132	-145 Reduced 1.06%	13,544 $821,000
Q4 2024 Jan 22, 2025	SELL	$57.29 - $63.1 $36,780 - $40,510	-642 Reduced 4.48%	13,689 $785,000
Q3 2024 Oct 16, 2024	SELL	$56.47 - $63.69 $21,628 - $24,393	-383 Reduced 2.6%	14,331 $902,000
Q2 2024 Jul 19, 2024	SELL	$56.22 - $60.47 $38,679 - $41,603	-688 Reduced 4.47%	14,714 $862,000
Q1 2024 May 09, 2024	SELL	$54.0 - $58.69 $2,376 - $2,582	-44 Reduced 0.28%	15,402 $903,000
Q3 2023 Oct 24, 2023	SELL	$51.66 - $56.47 $28,051 - $30,663	-543 Reduced 3.4%	15,446 $801,000
Q1 2023 Apr 21, 2023	SELL	$50.42 - $55.03 $6,756 - $7,374	-134 Reduced 0.83%	15,989 $854,000
Q4 2022 Jan 20, 2023	SELL	$44.03 - $52.21 $88,500 - $104,942	-2,010 Reduced 11.08%	16,123 $0
Q3 2022 Oct 21, 2022	SELL	$44.35 - $52.71 $75,661 - $89,923	-1,706 Reduced 8.6%	18,133 $804,000
Q2 2022 Jul 25, 2022	BUY	$49.43 - $58.65 $2,570 - $3,049	52 Added 0.26%	19,839 $991,000
Q1 2022 May 04, 2022	SELL	$53.45 - $62.56 $4,382 - $5,129	-82 Reduced 0.41%	19,787 $1.14 Million
Q4 2021 Feb 03, 2022	SELL	$59.38 - $63.62 $59,380 - $63,620	-1,000 Reduced 4.79%	19,869 $1.22 Million
Q2 2021 Aug 11, 2021	BUY	$61.4 - $65.28 $1.28 Million - $1.36 Million	20,869 New	20,869 $1.32 Million
Q1 2021 May 11, 2021	SELL	$58.58 - $62.75 $976,177 - $1.05 Million	-16,664 Closed	0 $0
Q4 2020 Feb 05, 2021	SELL	$49.41 - $58.7 $3,359 - $3,991	-68 Reduced 0.41%	16,664 $973,000
Q3 2020 Nov 16, 2020	SELL	$47.85 - $52.43 $28,518 - $31,248	-596 Reduced 3.44%	16,732 $844,000
Q2 2020 Jul 31, 2020	BUY	$39.28 - $49.82 $11,901 - $15,095	303 Added 1.78%	17,328 $825,000
Q1 2020 May 11, 2020	BUY	$35.86 - $54.78 $610,516 - $932,629	17,025 New	17,025 $698,000

Others Institutions Holding VEU

# of Institutions

1,433

Shares Held

321M

Call Options Held

26.9K

Put Options Held

72.7K

View Full List

About VANGUARD FTSE ALL- WORLD EX-US

Ticker VEU
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Summit Financial Strategies, Inc. Vanguard Ftse All World Ex Us Transaction History