Summit Financial Wealth Advisors, LLC Vanguard Value ETF Transaction History

Summit Financial Wealth Advisors, LLC

$632 Million
Q4 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 8,409 shares of VTV stock, worth $1.57 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

8,409

Previous 8,118 3.58%

Holding current value

$1.57 Million

Previous $1.5 Million 4.8%

% of portfolio

0.25%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$182.87 - $189.72 $53,215 - $55,208	291 Added 3.58%	8,409 $1.57 Million
Q3 2025 Oct 03, 2025	BUY	$175.51 - $186.57 $142,338 - $151,308	811 Added 11.1%	8,118 $1.5 Million
Q2 2025 Sep 29, 2025	BUY	$153.67 - $176.74 $131,234 - $150,935	854 Added 13.23%	7,307 $1.29 Million
Q1 2025 May 14, 2025	SELL	$167.73 - $179.21 $77,994 - $83,332	-465 Reduced 6.72%	6,453 $1.11 Million
Q4 2024 Feb 13, 2025	BUY	$168.32 - $181.87 $129,438 - $139,858	769 Added 12.51%	6,918 $1.17 Million

Q3 2024 Nov 13, 2024	BUY	$159.75 - $174.57 $982,302 - $1.07 Million	6,149 New	6,149 $1.07 Million

Others Institutions Holding VTV

# of Institutions

2,806

Shares Held

589M

Call Options Held

159K

Put Options Held

36.6K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Summit Financial Wealth Advisors, LLC Vanguard Value ETF Transaction History