Summit Financial Strategies, Inc. Vanguard Mid Cap Value Index F Transaction History

Summit Financial Strategies, Inc.

$1.08 Billion
Q3 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 4,855 shares of VOE stock, worth $845,595. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,855

Previous 4,805 1.04%

Holding current value

$845,595

Previous $790,000 7.22%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$164.63 - $174.58 $8,231 - $8,729	50 Added 1.04%	4,855 $847,000
Q2 2025 Jul 17, 2025	BUY	$141.87 - $164.49 $293,954 - $340,823	2,072 Added 75.81%	4,805 $790,000
Q1 2025 May 12, 2025	BUY	$156.61 - $168.02 $4,071 - $4,368	26 Added 0.96%	2,733 $438,000
Q4 2024 Jan 22, 2025	BUY	$160.89 - $176.18 $196,124 - $214,763	1,219 Added 81.92%	2,707 $437,000
Q3 2024 Oct 16, 2024	BUY	$149.02 - $167.67 $13,262 - $14,922	89 Added 6.36%	1,488 $249,000
Q2 2024 Jul 19, 2024	BUY	$146.82 - $155.77 $293 - $311	2 Added 0.14%	1,399 $210,000
Q1 2024 May 09, 2024	SELL	$141.07 - $155.91 $6,912 - $7,639	-49 Reduced 3.39%	1,397 $217,000
Q4 2023 Feb 13, 2024	BUY	$124.27 - $145.8 $179,694 - $210,826	1,446 New	1,446 $209,000

Others Institutions Holding VOE

# of Institutions

1,252

Shares Held

71.2M

Call Options Held

37.3K

Put Options Held

9.6K

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About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Summit Financial Strategies, Inc. Vanguard Mid Cap Value Index F Transaction History