Summit Financial, LLC Vanguard Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Vanguard stock. As of the latest transaction made, Summit Financial, LLC holds 13,300 shares of VGSH stock, worth $780,976. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,300
Previous 3,500 280.0%
Holding current value
$780,976
Previous $205,000 281.46%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$58.43 - $58.88 $572,614 - $577,024
9,800 Added 280.0%
13,300 $782,000
Q2 2025

Aug 13, 2025
BUY
$58.32 - $58.95 $204,120 - $206,325
3,500 New
3,500 $205,000
Q3 2024

Nov 12, 2024
SELL
$57.74 - $59.13 $109,532 - $112,169
-1,897 Reduced 26.54%
5,252 $309,000
Q2 2024

Jul 31, 2024
BUY
$57.55 - $58.0 $411,424 - $414,642
7,149 New
7,149 $414,000

Others Institutions Holding VGSH

# of Institutions
1,062
Shares Held
267M
Call Options Held
3.3K
Put Options Held
0
View Full List

About VANGUARD

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