Summit Financial Strategies, Inc. Vanguard Mid Cap ETF Transaction History
Summit Financial Strategies, Inc.
- $749 Million
- Q2 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 5,677 shares of VO stock, worth $1.5 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,677
Previous 4,788
18.57%
Holding current value
$1.5 Million
Previous $1.2 Million
14.88%
% of portfolio
0.18%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,018Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.09 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.22 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.7 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.93 Billion0.14% of portfolio