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

Summit Financial Strategies, Inc.

$679 Million
Q1 2024

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 87,507 shares of VWO stock, worth $3.91 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

87,507

Previous 103,724 15.63%

Holding current value

$3.91 Million

Previous $4.26 Million 14.26%

% of portfolio

0.54%

Previous 0.68%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$36.93 - $40.67 $129,255 - $142,345	3,500 Added 27.86%	16,063 $0
Q3 2022 Oct 21, 2022	BUY	$37.52 - $42.54 $47,875 - $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

2,158

Shares Held

1.27B

Call Options Held

1.31M

Put Options Held

1.66M

View Full List

About VANGUARD FTSE EMERGING MKTS ET

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