Summit Financial Strategies, Inc. Vanguard Mid Cap ETF Transaction History

Summit Financial Strategies, Inc.

$821 Million
Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 5,869 shares of VO stock, worth $1.67 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

5,869

Previous 5,677 3.38%

Holding current value

$1.67 Million

Previous $1.37 Million 12.66%

% of portfolio

0.19%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$237.84 - $263.83 $45,665 - $50,655	192 Added 3.38%	5,869 $1.55 Million
Q2 2024 Jul 19, 2024	BUY	$234.99 - $248.98 $208,906 - $221,343	889 Added 18.57%	5,677 $1.37 Million
Q1 2024 May 09, 2024	BUY	$225.86 - $249.86 $90,569 - $100,193	401 Added 9.14%	4,788 $1.2 Million
Q4 2023 Feb 13, 2024	BUY	$195.66 - $233.95 $113,287 - $135,457	579 Added 15.2%	4,387 $1.02 Million
Q3 2023 Oct 24, 2023	BUY	$206.6 - $228.23 $107,225 - $118,451	519 Added 15.78%	3,808 $792,000
Q2 2023 Jul 21, 2023	BUY	$203.43 - $220.16 $162,540 - $175,907	799 Added 32.09%	3,289 $724,000
Q1 2023 Apr 21, 2023	BUY	$200.2 - $225.98 $301,501 - $340,325	1,506 Added 153.05%	2,490 $525,000
Q4 2022 Jan 20, 2023	BUY	$186.57 - $217.26 $183,584 - $213,783	984 New	984 $0

Others Institutions Holding VO

# of Institutions

2,090

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Account

Summit Financial Strategies, Inc. Vanguard Mid Cap ETF Transaction History