Summit Financial Strategies, Inc.'s ownership history for VBR

Summit Financial Strategies, Inc. currently holds 1.8K shares with a market value of $381.0K. It started holding VBR on 2024-09-30. At its peak, it held 2.0K shares on 2024-12-31. Its highest holding value was $390.2K on 2024-12-31. At its lowest, it held 1.8K shares on 2025-09-30, with a value of $340.8K on 2025-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 3. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 117.