Summit Financial Strategies, Inc. Vanguard Total Stock Market Et Transaction History

Summit Financial Strategies, Inc.

$821 Million
Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 4,716 shares of VTI stock, worth $1.4 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,716

Previous 4,889 3.54%

Holding current value

$1.4 Million

Previous $1.31 Million 2.14%

% of portfolio

0.16%

Previous 0.17%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$255.18 - $283.2 $44,146 - $48,993	-173 Reduced 3.54%	4,716 $1.34 Million
Q2 2024 Jul 19, 2024	BUY	$245.23 - $269.4 $70,626 - $77,587	288 Added 6.26%	4,889 $1.31 Million
Q1 2024 May 09, 2024	SELL	$232.77 - $260.14 $3,491 - $3,902	-15 Reduced 0.32%	4,601 $1.2 Million
Q4 2023 Feb 13, 2024	BUY	$203.12 - $238.25 $1,828 - $2,144	9 Added 0.2%	4,616 $1.1 Million
Q3 2023 Oct 24, 2023	SELL	$211.41 - $228.35 $17,969 - $19,409	-85 Reduced 1.81%	4,607 $978,000
Q2 2023 Jul 21, 2023	SELL	$200.75 - $220.28 $228,453 - $250,678	-1,138 Reduced 19.52%	4,692 $1.03 Million
Q1 2023 Apr 21, 2023	BUY	$189.85 - $210.01 $207,316 - $229,330	1,092 Added 23.05%	5,830 $1.19 Million
Q4 2022 Jan 20, 2023	BUY	$179.3 - $204.18 $77,457 - $88,205	432 Added 10.03%	4,738 $0
Q3 2022 Oct 21, 2022	BUY	$179.47 - $216.24 $12,742 - $15,353	71 Added 1.68%	4,306 $773,000
Q2 2022 Jul 25, 2022	BUY	$183.02 - $230.52 $82,359 - $103,734	450 Added 11.89%	4,235 $799,000
Q1 2022 May 04, 2022	SELL	$209.9 - $242.97 $336,469 - $389,480	-1,603 Reduced 29.75%	3,785 $862,000
Q4 2021 Feb 03, 2022	BUY	$221.73 - $242.96 $1,330 - $1,457	6 Added 0.11%	5,388 $1.3 Million
Q2 2021 Aug 11, 2021	BUY	$209.28 - $222.82 $1.13 Million - $1.2 Million	5,382 New	5,382 $1.2 Million
Q1 2021 May 11, 2021	SELL	$191.87 - $208.85 $1.28 Million - $1.39 Million	-6,677 Closed	0 $0
Q4 2020 Feb 05, 2021	SELL	$166.99 - $194.64 $33,398 - $38,928	-200 Reduced 2.91%	6,677 $1.3 Million
Q2 2020 Jul 31, 2020	BUY	$122.96 - $164.1 $642,343 - $857,258	5,224 Added 316.03%	6,877 $1.08 Million
Q1 2020 May 11, 2020	BUY	$111.91 - $172.17 $184,987 - $284,597	1,653 New	1,653 $213,000

Others Institutions Holding VTI

# of Institutions

3,042

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

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.

Account

Summit Financial Strategies, Inc. Vanguard Total Stock Market Et Transaction History