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

Summit Financial Strategies, Inc.

  • $836 Million
  • Q4 2024

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 928 shares of VOT stock, worth $217,625. This represents 0.03% of its overall portfolio holdings.

Number of Shares
928
Previous 928 -0.0%
Holding current value
$217,625
Previous $225,000 4.44%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,066
Shares Held
42.3M
Call Options Held
16.8K
Put Options Held
2.7K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email