Summit Financial, LLC Vanguard Total World Stk Index Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Summit Financial, LLC holds 4,786 shares of VT stock, worth $666,402. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,786
Previous 2,874 66.53%
Holding current value
$666,402
Previous $369,000 78.59%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$128.41 - $138.03 $245,519 - $263,913
1,912 Added 66.53%
4,786 $659,000
Q2 2025

Aug 13, 2025
BUY
$103.16 - $128.52 $53,333 - $66,444
517 Added 21.93%
2,874 $369,000
Q1 2025

May 14, 2025
BUY
$115.08 - $123.97 $30,381 - $32,728
264 Added 12.61%
2,357 $273,000
Q4 2024

Feb 12, 2025
BUY
$117.09 - $123.07 $245,069 - $257,585
2,093 New
2,093 $245,000

Others Institutions Holding VT

# of Institutions
1,216
Shares Held
118M
Call Options Held
251K
Put Options Held
94.8K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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