Summit Financial Wealth Advisors, LLC Vanguard Value ETF Transaction History

Summit Financial Wealth Advisors, LLC

  • $490 Million
  • Q4 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 6,918 shares of VTV stock, worth $1.23 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,918
Previous 6,149 12.51%
Holding current value
$1.23 Million
Previous $1.07 Million 9.13%
% of portfolio
0.24%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$168.32 - $181.87 $129,438 - $139,858
769 Added 12.51%
6,918 $1.17 Million
Q3 2024

Nov 13, 2024
BUY
$159.75 - $174.57 $982,302 - $1.07 Million
6,149 New
6,149 $1.07 Million

Others Institutions Holding VTV

# of Institutions
2,530
Shares Held
543M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

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