Summit Financial Strategies, Inc. Vanguard Growth ETF Transaction History

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,556 shares of VUG stock, worth $1.52 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,556
Previous 3,621 1.8%
Holding current value
$1.52 Million
Previous $1.35 Million 0.81%
% of portfolio
0.17%
Previous 0.18%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$341.08 - $391.94 $22,170 - $25,476
-65 Reduced 1.8%
3,556 $1.37 Million
Q2 2024

Jul 19, 2024
BUY
$322.46 - $377.11 $263,127 - $307,721
816 Added 29.09%
3,621 $1.35 Million
Q1 2024

May 09, 2024
BUY
$301.05 - $346.61 $602 - $693
2 Added 0.07%
2,805 $965,000
Q4 2023

Feb 13, 2024
SELL
$261.54 - $312.16 $523 - $624
-2 Reduced 0.07%
2,803 $871,000
Q3 2023

Oct 24, 2023
SELL
$269.56 - $293.5 $32,347 - $35,220
-120 Reduced 4.1%
2,805 $763,000
Q2 2023

Jul 21, 2023
BUY
$243.06 - $282.96 $30,868 - $35,935
127 Added 4.54%
2,925 $827,000
Q4 2022

Jan 20, 2023
BUY
$208.44 - $233.81 $16,675 - $18,704
80 Added 2.94%
2,798 $0
Q3 2022

Oct 21, 2022
SELL
$213.95 - $266.28 $5,562 - $6,923
-26 Reduced 0.95%
2,718 $582,000
Q2 2022

Jul 25, 2022
SELL
$214.97 - $293.87 $8,168 - $11,167
-38 Reduced 1.37%
2,744 $612,000
Q1 2022

May 04, 2022
SELL
$254.37 - $323.09 $128,456 - $163,160
-505 Reduced 15.36%
2,782 $800,000
Q4 2021

Feb 03, 2022
BUY
$287.0 - $325.67 $413,854 - $469,616
1,442 Added 78.16%
3,287 $1.06 Million
Q2 2021

Aug 11, 2021
BUY
$257.69 - $287.23 $475,438 - $529,939
1,845 New
1,845 $529,000
Q1 2021

May 11, 2021
SELL
$243.15 - $268.9 $625,381 - $691,610
-2,572 Closed
0 $0
Q3 2020

Nov 16, 2020
SELL
$204.41 - $245.48 $30,457 - $36,576
-149 Reduced 5.48%
2,572 $585,000
Q2 2020

Jul 31, 2020
BUY
$149.64 - $204.01 $153,231 - $208,906
1,024 Added 60.34%
2,721 $550,000
Q1 2020

May 11, 2020
SELL
$137.53 - $201.6 $2,062 - $3,024
-15 Reduced 0.88%
1,697 $266,000
Q4 2019

Feb 11, 2020
BUY
$161.84 - $183.14 $11,652 - $13,186
72 Added 4.39%
1,712 $312,000
Q4 2018

Feb 06, 2019
SELL
N/A
-177 Reduced 9.74%
1,640 $220,000
Q3 2018

Nov 09, 2018
SELL
N/A
-162 Reduced 8.19%
1,817 $293,000
Q4 2017

Jan 29, 2018
SELL
N/A
-296 Reduced 13.01%
1,979 $278,000
Q3 2017

Nov 09, 2017
BUY
N/A
2,275
2,275 $302,000

Others Institutions Holding VUG

# of Institutions
2,374
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email