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

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 856 shares of VOT stock, worth $229,630. This represents 0.02% of its overall portfolio holdings.

Number of Shares
856
Previous 928 7.76%
Holding current value
$229,630
Previous $235,000 11.06%
% of portfolio
0.02%
Previous 0.03%

Shares

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

May 12, 2025
SELL
$237.72 - $276.98 $17,115 - $19,942
-72 Reduced 7.76%
856 $209,000
Q3 2024

Oct 16, 2024
BUY
$218.05 - $243.47 $872 - $973
4 Added 0.43%
928 $225,000
Q4 2023

Feb 13, 2024
BUY
$180.9 - $221.2 $167,151 - $204,388
924 New
924 $202,000
Q2 2022

Jul 25, 2022
SELL
$167.96 - $227.2 $153,683 - $207,888
-915 Closed
0 $0
Q2 2021

Aug 11, 2021
BUY
$210.91 - $237.31 $192,982 - $217,138
915 New
915 $216,000
Q1 2021

May 11, 2021
SELL
$204.75 - $230.34 $464,373 - $522,411
-2,268 Closed
0 $0
Q2 2020

Jul 31, 2020
BUY
$120.77 - $169.89 $273,906 - $385,310
2,268 New
2,268 $374,000

Others Institutions Holding VOT

# of Institutions
1,076
Shares Held
40.5M
Call Options Held
17.9K
Put Options Held
5.2K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

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