Summit Financial Strategies, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History

Summit Financial Strategies, Inc.

$1.08 Billion
Q3 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 6,701 shares of VTIP stock, worth $335,318. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,701

Previous 6,604 1.47%

Holding current value

$335,318

Previous $331,000 2.42%

% of portfolio

0.03%

Previous 0.03%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$49.78 - $50.75 $4,828 - $4,922	97 Added 1.47%	6,701 $339,000
Q2 2025 Jul 17, 2025	SELL	$49.57 - $50.27 $11,698 - $11,863	-236 Reduced 3.45%	6,604 $331,000
Q1 2025 May 12, 2025	SELL	$48.43 - $49.9 $4,843 - $4,990	-100 Reduced 1.44%	6,840 $341,000
Q4 2024 Jan 22, 2025	SELL	$48.33 - $49.08 $4,301 - $4,368	-89 Reduced 1.27%	6,940 $336,000
Q3 2024 Oct 16, 2024	SELL	$48.06 - $49.39 $3,604 - $3,704	-75 Reduced 1.06%	7,029 $346,000

Q2 2024 Jul 19, 2024	BUY	$47.74 - $48.54 $8,020 - $8,154	168 Added 2.42%	7,104 $344,000
Q1 2024 May 09, 2024	SELL	$47.38 - $47.91 $758 - $766	-16 Reduced 0.23%	6,936 $332,000
Q3 2023 Oct 24, 2023	BUY	$46.9 - $47.47 $7,035 - $7,120	150 Added 2.21%	6,952 $328,000
Q2 2023 Jul 21, 2023	SELL	$47.37 - $48.0 $3,789 - $3,840	-80 Reduced 1.16%	6,802 $322,000
Q1 2023 Apr 21, 2023	BUY	$46.62 - $47.83 $4,475 - $4,591	96 Added 1.41%	6,882 $329,000
Q4 2022 Jan 20, 2023	SELL	$46.71 - $48.22 $26,811 - $27,678	-574 Reduced 7.8%	6,786 $0
Q3 2022 Oct 21, 2022	SELL	$48.11 - $50.34 $20,158 - $21,092	-419 Reduced 5.39%	7,360 $354,000
Q2 2022 Jul 25, 2022	BUY	$50.05 - $51.06 $60,510 - $61,731	1,209 Added 18.4%	7,779 $390,000
Q1 2022 May 04, 2022	BUY	$50.6 - $52.11 $2,530 - $2,605	50 Added 0.77%	6,570 $336,000
Q3 2021 Nov 10, 2021	BUY	$51.92 - $52.8 $62,667 - $63,729	1,207 Added 22.72%	6,520 $343,000
Q2 2021 Aug 11, 2021	BUY	$51.54 - $52.44 $273,832 - $278,613	5,313 New	5,313 $278,000
Q1 2021 May 11, 2021	SELL	$51.11 - $51.73 $351,636 - $355,902	-6,880 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$50.63 - $51.32 $24,808 - $25,146	490 Added 7.67%	6,880 $352,000
Q3 2020 Nov 16, 2020	BUY	$50.18 - $51.11 $19,620 - $19,984	391 Added 6.52%	6,390 $326,000
Q2 2020 Jul 31, 2020	SELL	$48.74 - $50.23 $132,231 - $136,273	-2,713 Reduced 31.14%	5,999 $301,000
Q1 2020 May 11, 2020	BUY	$46.79 - $49.92 $28,869 - $30,800	617 Added 7.62%	8,712 $424,000
Q4 2019 Feb 11, 2020	SELL	$49.0 - $49.52 $30,135 - $30,454	-615 Reduced 7.06%	8,095 $399,000
Q3 2019 Nov 14, 2019	SELL	$49.05 - $49.56 $185,212 - $187,138	-3,776 Reduced 30.24%	8,710 $427,000
Q2 2019 Aug 08, 2019	SELL	N/A	-10,078 Reduced 44.66%	12,486 $616,000
Q1 2019 May 14, 2019	SELL	N/A	-92,550 Reduced 80.4%	22,564 $1.1 Million
Q4 2018 Feb 06, 2019	SELL	N/A	-351,303 Reduced 75.32%	115,114 $5.52 Million
Q3 2018 Nov 09, 2018	BUY	N/A	21,697 Added 4.88%	466,417 $22.6 Million
Q2 2018 Aug 06, 2018	BUY	N/A	19,802 Added 4.66%	444,720 $21.7 Million
Q1 2018 May 14, 2018	BUY	N/A	21,793 Added 5.41%	424,918 $20.8 Million
Q4 2017 Jan 29, 2018	BUY	N/A	25,160 Added 6.66%	403,125 $19.7 Million
Q3 2017 Nov 09, 2017	BUY	N/A	377,965	377,965 $18.7 Million

Others Institutions Holding VTIP

# of Institutions

930

Shares Held

206M

Call Options Held

70K

Put Options Held

View Full List

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Summit Financial Strategies, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History