Summit Financial Strategies, Inc. Vanguard Growth ETF Transaction History

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,556 shares of VUG stock, worth $1.43 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,556
Previous 3,621 1.8%
Holding current value
$1.43 Million
Previous $1.35 Million 0.81%
% of portfolio
0.17%
Previous 0.18%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$341.08 - $391.94 $22,170 - $25,476
-65 Reduced 1.8%
3,556 $1.37 Million
Q2 2024

Jul 19, 2024
BUY
$322.46 - $377.11 $263,127 - $307,721
816 Added 29.09%
3,621 $1.35 Million
Q1 2024

May 09, 2024
BUY
$301.05 - $346.61 $602 - $693
2 Added 0.07%
2,805 $965,000
Q4 2023

Feb 13, 2024
SELL
$261.54 - $312.16 $523 - $624
-2 Reduced 0.07%
2,803 $871,000
Q3 2023

Oct 24, 2023
SELL
$269.56 - $293.5 $32,347 - $35,220
-120 Reduced 4.1%
2,805 $763,000
Q2 2023

Jul 21, 2023
BUY
$243.06 - $282.96 $30,868 - $35,935
127 Added 4.54%
2,925 $827,000
Q4 2022

Jan 20, 2023
BUY
$208.44 - $233.81 $16,675 - $18,704
80 Added 2.94%
2,798 $0
Q3 2022

Oct 21, 2022
SELL
$213.95 - $266.28 $5,562 - $6,923
-26 Reduced 0.95%
2,718 $582,000
Q2 2022

Jul 25, 2022
SELL
$214.97 - $293.87 $8,168 - $11,167
-38 Reduced 1.37%
2,744 $612,000
Q1 2022

May 04, 2022
SELL
$254.37 - $323.09 $128,456 - $163,160
-505 Reduced 15.36%
2,782 $800,000
Q4 2021

Feb 03, 2022
BUY
$287.0 - $325.67 $413,854 - $469,616
1,442 Added 78.16%
3,287 $1.06 Million
Q2 2021

Aug 11, 2021
BUY
$257.69 - $287.23 $475,438 - $529,939
1,845 New
1,845 $529,000
Q1 2021

May 11, 2021
SELL
$243.15 - $268.9 $625,381 - $691,610
-2,572 Closed
0 $0
Q3 2020

Nov 16, 2020
SELL
$204.41 - $245.48 $30,457 - $36,576
-149 Reduced 5.48%
2,572 $585,000
Q2 2020

Jul 31, 2020
BUY
$149.64 - $204.01 $153,231 - $208,906
1,024 Added 60.34%
2,721 $550,000
Q1 2020

May 11, 2020
SELL
$137.53 - $201.6 $2,062 - $3,024
-15 Reduced 0.88%
1,697 $266,000
Q4 2019

Feb 11, 2020
BUY
$161.84 - $183.14 $11,652 - $13,186
72 Added 4.39%
1,712 $312,000
Q4 2018

Feb 06, 2019
SELL
N/A
-177 Reduced 9.74%
1,640 $220,000
Q3 2018

Nov 09, 2018
SELL
N/A
-162 Reduced 8.19%
1,817 $293,000
Q4 2017

Jan 29, 2018
SELL
N/A
-296 Reduced 13.01%
1,979 $278,000
Q3 2017

Nov 09, 2017
BUY
N/A
2,275
2,275 $302,000

Others Institutions Holding VUG

# of Institutions
2,373
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

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