Summit Investment Advisory Services, LLC Vanguard Dividend Appreciation Transaction History

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 2,950 shares of VIG stock, worth $537,342. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,950

Previous 3,191 7.55%

Holding current value

$537,342

Previous $632 Million 8.6%

% of portfolio

0.3%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	N/A	-241 Reduced 7.55%	2,950 $578 Million
Q3 2024 Oct 16, 2024	BUY	$182.15 - $182.15 $581,240 - $581,240	3,191 New	3,191 $632 Million
Q1 2024 Apr 18, 2024	BUY	$168.47 - $182.98 $28,639 - $31,106	170 Added 5.64%	3,182 $581 Million
Q4 2023 Jan 18, 2024	SELL	$150.16 - $171.16 $35,287 - $40,222	-235 Reduced 7.24%	3,012 $513 Million
Q3 2023 Oct 10, 2023	BUY	$155.38 - $166.95 $1,398 - $1,502	9 Added 0.28%	3,247 $505 Million
Q1 2023 Apr 17, 2023	SELL	$147.24 - $158.33 $75,828 - $81,539	-515 Reduced 13.72%	3,238 $499 Million
Q4 2022 Feb 02, 2023	BUY	$144.84 - $158.71 $543,584 - $595,638	3,753 New	3,753 $570 Million

Others Institutions Holding VIG

# of Institutions

2,475

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

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Summit Investment Advisory Services, LLC Vanguard Dividend Appreciation Transaction History