Summit Financial Strategies, Inc. Vanguard Information Technolog Transaction History

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Information Technolog stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 526 shares of VGT stock, worth $318,950. This represents 0.03% of its overall portfolio holdings.

Number of Shares
526
Previous 528 0.38%
Holding current value
$318,950
Previous $328,000 13.11%
% of portfolio
0.03%
Previous 0.04%

Shares

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

May 12, 2025
SELL
$542.38 - $646.34 $1,084 - $1,292
-2 Reduced 0.38%
526 $285,000
Q3 2024

Oct 16, 2024
BUY
$514.43 - $606.85 $8,230 - $9,709
16 Added 3.13%
528 $309,000
Q2 2023

Jul 21, 2023
BUY
$368.4 - $443.39 $188,620 - $227,015
512 New
512 $226,000
Q2 2022

Jul 25, 2022
SELL
$315.97 - $423.43 $163,988 - $219,760
-519 Closed
0 $0
Q1 2022

May 04, 2022
BUY
$366.81 - $462.0 $19,074 - $24,024
52 Added 11.13%
519 $216,000
Q4 2021

Feb 03, 2022
BUY
$396.99 - $466.1 $185,394 - $217,668
467 New
467 $214,000

Others Institutions Holding VGT

# of Institutions
1,841
Shares Held
50.6M
Call Options Held
1.12M
Put Options Held
480K
View Full List

About VANGUARD INFORMATION TECHNOLOG

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