Summit Investment Advisory Services, LLC Vanguard Total Stock Market Et Transaction History

Summit Investment Advisory Services, LLC

  • $189 Billion
  • Q3 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 18,550 shares of VTI stock, worth $5.39 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
18,550
Previous 4,913 277.57%
Holding current value
$5.39 Million
Previous $1.31 Billion 299.66%
% of portfolio
2.79%
Previous 1.55%

Shares

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

Oct 16, 2024
BUY
$255.18 - $283.2 $3.48 Million - $3.86 Million
13,637 Added 277.57%
18,550 $5.25 Billion
Q2 2024

Jul 15, 2024
SELL
$245.23 - $269.4 $3.46 Million - $3.8 Million
-14,114 Reduced 74.18%
4,913 $1.31 Billion
Q1 2024

Apr 18, 2024
BUY
$232.77 - $260.14 $185,052 - $206,811
795 Added 4.36%
19,027 $4.95 Billion
Q4 2023

Jan 18, 2024
SELL
$203.12 - $238.25 $21,530 - $25,254
-106 Reduced 0.58%
18,232 $4.32 Billion
Q3 2023

Oct 10, 2023
SELL
$211.41 - $228.35 $205,279 - $221,727
-971 Reduced 5.03%
18,338 $3.9 Billion
Q2 2023

Jul 26, 2023
BUY
$200.75 - $220.28 $76,485 - $83,926
381 Added 2.01%
19,309 $4.25 Billion
Q1 2023

Apr 17, 2023
BUY
$189.85 - $210.01 $1,328 - $1,470
7 Added 0.04%
18,928 $3.86 Billion
Q4 2022

Feb 02, 2023
BUY
$179.3 - $204.18 $3.39 Million - $3.86 Million
18,921 New
18,921 $3.62 Billion

Others Institutions Holding VTI

# of Institutions
3,041
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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