Summit Financial Strategies, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History

Summit Financial Strategies, Inc.

  • $679 Million
  • Q1 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 6,936 shares of VTIP stock, worth $334,523. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,936
Previous 6,952 0.23%
Holding current value
$334,523
Previous $330,000 0.61%
% of portfolio
0.05%
Previous 0.05%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$47.38 - $47.91 $758 - $766
-16 Reduced 0.23%
6,936 $332,000
Q3 2023

Oct 24, 2023
BUY
$46.9 - $47.47 $7,035 - $7,120
150 Added 2.21%
6,952 $328,000
Q2 2023

Jul 21, 2023
SELL
$47.37 - $48.0 $3,789 - $3,840
-80 Reduced 1.16%
6,802 $322,000
Q1 2023

Apr 21, 2023
BUY
$46.62 - $47.83 $4,475 - $4,591
96 Added 1.41%
6,882 $329,000
Q4 2022

Jan 20, 2023
SELL
$46.71 - $48.22 $26,811 - $27,678
-574 Reduced 7.8%
6,786 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-419 Reduced 5.39%
7,360 $354,000
Q2 2022

Jul 25, 2022
BUY
N/A
1,209 Added 18.4%
7,779 $390,000
Q1 2022

May 04, 2022
BUY
N/A
50 Added 0.77%
6,570 $336,000
Q3 2021

Nov 10, 2021
BUY
N/A
1,207 Added 22.72%
6,520 $343,000
Q2 2021

Aug 11, 2021
BUY
N/A
5,313 New
5,313 $278,000
Q1 2021

May 11, 2021
SELL
N/A
-6,880 Closed
0 $0
Q4 2020

Feb 05, 2021
BUY
N/A
490 Added 7.67%
6,880 $352,000
Q3 2020

Nov 16, 2020
BUY
N/A
391 Added 6.52%
6,390 $326,000
Q2 2020

Jul 31, 2020
SELL
N/A
-2,713 Reduced 31.14%
5,999 $301,000
Q1 2020

May 11, 2020
BUY
N/A
617 Added 7.62%
8,712 $424,000
Q4 2019

Feb 11, 2020
SELL
N/A
-615 Reduced 7.06%
8,095 $399,000
Q3 2019

Nov 14, 2019
SELL
N/A
-3,776 Reduced 30.24%
8,710 $427,000
Q2 2019

Aug 08, 2019
SELL
N/A
-10,078 Reduced 44.66%
12,486 $616,000
Q1 2019

May 14, 2019
SELL
N/A
-92,550 Reduced 80.4%
22,564 $1.1 Million
Q4 2018

Feb 06, 2019
SELL
N/A
-351,303 Reduced 75.32%
115,114 $5.52 Million
Q3 2018

Nov 09, 2018
BUY
N/A
21,697 Added 4.88%
466,417 $22.6 Million
Q2 2018

Aug 06, 2018
BUY
N/A
19,802 Added 4.66%
444,720 $21.7 Million
Q1 2018

May 14, 2018
BUY
N/A
21,793 Added 5.41%
424,918 $20.8 Million
Q4 2017

Jan 29, 2018
BUY
N/A
25,160 Added 6.66%
403,125 $19.7 Million
Q3 2017

Nov 09, 2017
BUY
N/A
377,965
377,965 $18.7 Million

Others Institutions Holding VTIP

# of Institutions
767
Shares Held
133M
Call Options Held
27K
Put Options Held
1.5K
View Full List

About VANGUARD SHT TRM INFLT-PROT FD

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