Summit Financial, LLC VTV Holdings History
Summit Financial, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Summit Financial, LLC held 437,227.00 shares of Vanguard Value ETF(VTV), totaling $75.53 Mil. This investment constitutes 2.12% of their stock portfolio, and Summit Financial, LLC now holds 0.05% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q4. And since then Summit Financial, LLC has made 16 purchases of VTV, at an average price of $126.94, for a total of 494,688.00 shares. In addition, there have been 9 sales at an average price of $132.24 for 57,461.00 shares. Based on historical transaction data and VTV's current price of $176.74, Summit Financial, LLC's estimated gain on his VTV holdings is $22.08 Mil, reflecting a 35.15% gain to date.
Summit Financial, LLC VTV ($176.74) Holding Chart
Summit Financial, LLC VTV ($176.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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