SAM
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Summit Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

Summit Asset Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,170
Closed -$254K – 105
2016
Q3 		$254K Hold
4,170
– – 0.16% 81
2016
Q2 		$242K Hold
4,170
– – 0.15% 83
2016
Q1 		$241K Hold
4,170
– – 0.16% 81
2015
Q4 		$240K Buy
+4,170
New +$245K 0.16% 76

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