Summit Asset Management, LLC Vanguard Mid Cap ETF Transaction History
Summit Asset Management, LLC
- $900 Million
- Q4 2024
A detailed history of Summit Asset Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Summit Asset Management, LLC holds 1,002 shares of VO stock, worth $246,221. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,002
Previous 1,002
-0.0%
Holding current value
$246,221
Previous $264,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding VO
# of Institutions
2,320Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.5 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.29 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.07 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$1.99 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.89 Billion0.15% of portfolio