Summit Investment Advisory Services, LLC Vanguard Growth ETF Transaction History

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 6,155 shares of VUG stock, worth $2.6 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

6,155

Previous 6,154 0.02%

Holding current value

$2.6 Million

Previous $2.36 Billion 6.93%

% of portfolio

1.3%

Previous 1.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$378.79 - $428.11 $378 - $428	1 Added 0.02%	6,155 $2.53 Billion
Q3 2024 Oct 16, 2024	BUY	$341.08 - $391.94 $2.1 Million - $2.41 Million	6,154 New	6,154 $2.36 Billion
Q1 2024 Apr 18, 2024	BUY	$301.05 - $346.61 $602 - $693	2 Added 0.03%	6,306 $2.17 Billion
Q4 2023 Jan 18, 2024	SELL	$261.54 - $312.16 $59,108 - $70,548	-226 Reduced 3.46%	6,304 $1.96 Billion
Q3 2023 Oct 10, 2023	SELL	$269.56 - $293.5 $116,989 - $127,379	-434 Reduced 6.23%	6,530 $1.78 Billion
Q2 2023 Jul 26, 2023	SELL	$243.06 - $282.96 $94,550 - $110,071	-389 Reduced 5.29%	6,964 $1.97 Billion
Q1 2023 Apr 17, 2023	BUY	$209.25 - $249.44 $627 - $748	3 Added 0.04%	7,353 $1.83 Billion
Q4 2022 Feb 02, 2023	BUY	$208.44 - $233.81 $1.53 Million - $1.72 Million	7,350 New	7,350 $1.57 Billion

Others Institutions Holding VUG

# of Institutions

2,437

Shares Held

248M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Summit Investment Advisory Services, LLC Vanguard Growth ETF Transaction History