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 $226,534. This represents 0.03% of its overall portfolio holdings.
Number of Shares
928
Previous 928
-0.0%
Holding current value
$226,534
Previous $225,000
4.44%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VOT
# of Institutions
1,058Shares Held
42.3MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$757 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$702 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$663 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$559 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$453 Million0.34% of portfolio