Summit Financial Strategies, Inc. Vanguard Ftse Emerging Mkts Et Transaction History

Summit Financial Strategies, Inc.

$914 Million
Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 74,300 shares of VWO stock, worth $3.69 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

74,300

Previous 78,288 5.09%

Holding current value

$3.69 Million

Previous $3.45 Million 2.47%

% of portfolio

0.37%

Previous 0.41%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$42.5 - $46.71 $169,490 - $186,279	-3,988 Reduced 5.09%	74,300 $3.36 Million
Q4 2024 Jan 22, 2025	SELL	$44.04 - $49.49 $45,757 - $51,420	-1,039 Reduced 1.31%	78,288 $3.45 Million
Q3 2024 Oct 16, 2024	SELL	$41.9 - $48.26 $144,261 - $166,159	-3,443 Reduced 4.16%	79,327 $3.8 Million
Q2 2024 Jul 19, 2024	SELL	$40.83 - $44.89 $193,411 - $212,643	-4,737 Reduced 5.41%	82,770 $3.62 Million
Q1 2024 May 09, 2024	SELL	$39.04 - $42.23 $633,111 - $684,843	-16,217 Reduced 15.63%	87,507 $3.66 Million
Q4 2023 Feb 13, 2024	SELL	$37.74 - $41.31 $4.94 Million - $5.41 Million	-130,917 Reduced 55.79%	103,724 $4.26 Million
Q3 2023 Oct 24, 2023	BUY	$39.04 - $43.07 $1.67 Million - $1.84 Million	42,749 Added 22.28%	234,641 $9.2 Million
Q2 2023 Jul 21, 2023	BUY	$39.05 - $42.09 $2.02 Million - $2.18 Million	51,843 Added 37.02%	191,892 $7.81 Million
Q1 2023 Apr 21, 2023	BUY	$38.45 - $43.18 $4.77 Million - $5.35 Million	123,986 Added 771.87%	140,049 $5.66 Million
Q4 2022 Jan 20, 2023	BUY	$35.32 - $40.67 $123,620 - $142,345	3,500 Added 27.86%	16,063 $0
Q3 2022 Oct 21, 2022	BUY	$36.49 - $42.54 $46,561 - $54,281	1,276 Added 11.31%	12,563 $458,000
Q2 2022 Jul 25, 2022	SELL	$40.48 - $47.83 $10,322 - $12,196	-255 Reduced 2.21%	11,287 $470,000
Q1 2022 May 04, 2022	BUY	$42.79 - $51.23 $182,798 - $218,854	4,272 Added 58.76%	11,542 $532,000
Q4 2021 Feb 03, 2022	BUY	$47.81 - $52.33 $113,500 - $124,231	2,374 Added 48.49%	7,270 $360,000
Q3 2021 Nov 10, 2021	BUY	$49.35 - $54.02 $19,888 - $21,770	403 Added 8.97%	4,896 $245,000
Q2 2021 Aug 11, 2021	BUY	$50.96 - $55.14 $228,963 - $247,744	4,493 New	4,493 $244,000

Others Institutions Holding VWO

# of Institutions

2,464

Shares Held

1.37B

Call Options Held

1.33M

Put Options Held

1.16M

View Full List

About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
Sector ETFs
Industry ETFs

More about VWO

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 Ftse Emerging Mkts Et Transaction History