Summit Investment Advisory Services, LLC Vanguard Value ETF Transaction History

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 8,439 shares of VTV stock, worth $1.5 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

8,439

Previous 8,414 0.3%

Holding current value

$1.5 Million

Previous $1.47 Billion 2.73%

% of portfolio

0.74%

Previous 0.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$168.32 - $181.87 $4,208 - $4,546	25 Added 0.3%	8,439 $1.43 Billion
Q3 2024 Oct 16, 2024	BUY	$159.75 - $174.57 $1.34 Million - $1.47 Million	8,414 New	8,414 $1.47 Billion
Q1 2024 Apr 18, 2024	BUY	$147.46 - $162.86 $11,206 - $12,377	76 Added 0.88%	8,697 $1.42 Billion
Q4 2023 Jan 18, 2024	SELL	$131.82 - $149.95 $63,669 - $72,425	-483 Reduced 5.31%	8,621 $1.29 Billion
Q3 2023 Oct 10, 2023	SELL	$137.93 - $147.18 $11,586 - $12,363	-84 Reduced 0.91%	9,104 $1.26 Billion
Q2 2023 Jul 26, 2023	SELL	$134.74 - $142.42 $34,493 - $36,459	-256 Reduced 2.71%	9,188 $1.31 Billion
Q1 2023 Apr 17, 2023	BUY	$132.13 - $144.96 $71,614 - $78,568	542 Added 6.09%	9,444 $1.3 Billion
Q4 2022 Feb 02, 2023	BUY	$124.69 - $146.24 $1.11 Million - $1.3 Million	8,902 New	8,902 $1.25 Billion

Others Institutions Holding VTV

# of Institutions

2,529

Shares Held

543M

Call Options Held

539K

Put Options Held

93.6K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Summit Investment Advisory Services, LLC Vanguard Value ETF Transaction History