Summit Financial, LLC Buys iShares Core S&P Total U.S. Stock Market, Western Midstream Partners LP, iShares Core S&P U.S. Value ETF, Sells SPDR S&P Global Natural Resources, iShares Core Growth Allocation, iShares Core U.S. Aggregate Bond

• New Purchases: WES, JNK,
• Added Positions: VEU, ITOT, VOE, VBR, IUSV, VTV, SCHX, IWB, BPL, ANDX, EQM, BIV, VWO, VCIT, VEA, BND, DCP, EMLC, IXUS, SCHA, EMB,
• Reduced Positions: GNR, VDE, AGG, VNQ, EPD, TIP, IWN, PAA, MMP, ET, MPLX, VUG,
• Sold Out: AOR, 1WG, AOM, IAGG, IEFA, SCHV, SUB, AMLP,

For the details of Summit Financial, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/summit+financial%2C+llc/current-portfolio/portfolioportfolio

1. Vanguard Total Stock Market (VTI) - 1,968,872 shares, 51.36% of the total portfolio. Shares reduced by 0.3%
2. Vanguard FTSE All World Ex US (VEU) - 2,517,549 shares, 22.31% of the total portfolio. Shares added by 7.38%
3. Vanguard Mid-Cap Value (VOE) - 298,565 shares, 5.81% of the total portfolio. Shares added by 2.21%
4. Vanguard Value (VTV) - 271,233 shares, 5.26% of the total portfolio. Shares added by 1.13%
5. Vanguard Small-Cap Value (VBR) - 181,988 shares, 4.15% of the total portfolio. Shares added by 2.35%

Summit Financial, LLC initiated holding in Western Midstream Partners LP. The purchase prices were between $28.26 and $34.93, with an estimated average price of $30.85. The stock is now traded at around $26.51. The impact to a portfolio due to this purchase was 0.12%. The holding were 21,660 shares as of .

Summit Financial, LLC initiated holding in SPDR Bloomberg Barclays High Yield Bond. The purchase prices were between $105.16 and $108.96, with an estimated average price of $106.88. The stock is now traded at around $108.10. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,255 shares as of .

Summit Financial, LLC added to a holding in iShares Core S&P Total U.S. Stock Market by 315.93%. The purchase prices were between $62.13 and $66.91, with an estimated average price of $65.23. The stock is now traded at around $67.03. The impact to a portfolio due to this purchase was 0.18%. The holding were 20,543 shares as of .

Summit Financial, LLC added to a holding in iShares Core S&P U.S. Value ETF by 23.76%. The purchase prices were between $52.36 and $56.84, with an estimated average price of $55.42. The stock is now traded at around $56.80. The impact to a portfolio due to this purchase was 0.08%. The holding were 43,514 shares as of .

Summit Financial, LLC added to a holding in Schwab U.S. Large-Cap by 27.32%. The purchase prices were between $65.67 and $70.79, with an estimated average price of $68.9. The stock is now traded at around $70.60. The impact to a portfolio due to this purchase was 0.05%. The holding were 19,335 shares as of .

Summit Financial, LLC added to a holding in Buckeye Partners LP by 24.92%. The purchase prices were between $32.55 and $41.8, with an estimated average price of $37.71. The stock is now traded at around $41.78. The impact to a portfolio due to this purchase was 0.03%. The holding were 19,122 shares as of .

Summit Financial, LLC added to a holding in EQM Midstream Partners LP by 22.35%. The purchase prices were between $42.54 and $47.3, with an estimated average price of $45. The stock is now traded at around $37.18. The impact to a portfolio due to this purchase was 0.02%. The holding were 13,239 shares as of .

Summit Financial, LLC sold out a holding in iShares Core Growth Allocation. The sale prices were between $43.71 and $45.65, with an estimated average price of $44.63.

Summit Financial, LLC sold out a holding in Western Midstream Partners LP. The sale prices were between $24.96 and $30.52, with an estimated average price of $27.25.

Summit Financial, LLC sold out a holding in iShares Core Moderate Allocation. The sale prices were between $37.42 and $38.74, with an estimated average price of $37.93.

Summit Financial, LLC sold out a holding in iShares International Aggregate Bond Fund. The sale prices were between $52.93 and $54.48, with an estimated average price of $53.5.

Summit Financial, LLC sold out a holding in iShares Core MSCI EAFE. The sale prices were between $58.22 and $61.5, with an estimated average price of $60.25.

Summit Financial, LLC sold out a holding in Schwab U.S. Large-Cap Value. The sale prices were between $52.84 and $56.62, with an estimated average price of $55.45.