Summit Financial Strategies, Inc. Vanguard S&P Small Cap 600 ETF Transaction History

Summit Financial Strategies, Inc.

  • $679 Million
  • Q1 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,773 shares of VIOO stock, worth $370,319. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,773
Previous 3,757 0.43%
Holding current value
$370,319
Previous $372,000 2.69%
% of portfolio
0.06%
Previous 0.06%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$93.69 - $101.5 $1,499 - $1,624
16 Added 0.43%
3,773 $382,000
Q4 2023

Feb 13, 2024
SELL
$81.22 - $100.75 $1,461 - $1,813
-18 Reduced 0.48%
3,757 $372,000
Q3 2023

Oct 24, 2023
SELL
$86.02 - $96.92 $86 - $96
-1 Reduced 0.03%
3,775 $329,000
Q2 2023

Jul 21, 2023
BUY
$83.72 - $92.04 $3,348 - $3,681
40 Added 1.07%
3,776 $346,000
Q1 2023

Apr 21, 2023
BUY
$84.73 - $197.41 $158,275 - $368,761
1,868 Added 100.0%
3,736 $331,000
Q4 2022

Jan 20, 2023
SELL
$170.42 - $189.04 $3,749 - $4,158
-22 Reduced 1.16%
1,868 $0
Q3 2022

Oct 21, 2022
BUY
N/A
120 Added 6.78%
1,890 $305,000
Q2 2022

Jul 25, 2022
SELL
N/A
-1,695 Reduced 48.92%
1,770 $301,000
Q1 2022

May 04, 2022
BUY
N/A
998 Added 40.45%
3,465 $686,000
Q4 2021

Feb 03, 2022
BUY
N/A
55 Added 2.28%
2,467 $518,000
Q3 2021

Nov 10, 2021
SELL
N/A
-258 Reduced 9.66%
2,412 $486,000
Q2 2021

Aug 11, 2021
BUY
N/A
2,670 New
2,670 $554,000
Q1 2021

May 11, 2021
SELL
N/A
-2,392 Closed
0 $0
Q4 2020

Feb 05, 2021
SELL
N/A
-46 Reduced 1.89%
2,392 $401,000
Q3 2020

Nov 16, 2020
BUY
N/A
41 Added 1.71%
2,438 $315,000
Q2 2020

Jul 31, 2020
BUY
N/A
2,397 New
2,397 $300,000

Others Institutions Holding VIOO

# of Institutions
295
Shares Held
12.6M
Call Options Held
4.3K
Put Options Held
2.1K
View Full List

About VANGUARD S&P SMALL CAP 600 ETF

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