Summit Financial Strategies, Inc. Vanguard Mid Cap Value Index F Transaction History

Summit Financial Strategies, Inc.

  • $836 Million
  • Q4 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 2,707 shares of VOE stock, worth $451,283. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,707
Previous 1,488 81.92%
Holding current value
$451,283
Previous $249,000 75.5%
% of portfolio
0.05%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$160.89 - $176.18 $196,124 - $214,763
1,219 Added 81.92%
2,707 $437,000
Q3 2024

Oct 16, 2024
BUY
$149.02 - $167.67 $13,262 - $14,922
89 Added 6.36%
1,488 $249,000
Q2 2024

Jul 19, 2024
BUY
$146.82 - $155.77 $293 - $311
2 Added 0.14%
1,399 $210,000
Q1 2024

May 09, 2024
SELL
$141.07 - $155.91 $6,912 - $7,639
-49 Reduced 3.39%
1,397 $217,000
Q4 2023

Feb 13, 2024
BUY
$124.27 - $145.8 $179,694 - $210,826
1,446 New
1,446 $209,000

Others Institutions Holding VOE

# of Institutions
1,112
Shares Held
67.9M
Call Options Held
28.7K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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