Summit Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Hold |
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|
2025
Q1 | $1.28M | Hold |
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|
2024
Q4 | $1.35M | Hold |
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|
2024
Q3 | $1.32M | Hold |
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|
2024
Q2 | $1.24M | Hold |
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|
2024
Q1 | $1.21M | Hold |
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|
2023
Q4 | $1.1M | Hold |
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|
2023
Q3 | $989K | Hold |
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|
2023
Q2 | $1.03M | Hold |
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|
2023
Q1 | $950K | Hold |
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|
2022
Q4 | $890K | Sell |
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|
2022
Q3 | $858K | Buy |
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|
2022
Q2 | $869K | Hold |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.09M | Hold |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $952K | Buy |
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|
2021
Q1 | $879K | Hold |
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|
2020
Q4 | $828K | Buy |
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|
2020
Q3 | $245K | Hold |
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|
2020
Q2 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Hold |
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|
2019
Q3 | $217K | Hold |
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|
2019
Q2 | $216K | Hold |
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|
2019
Q1 | $208K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $215K | Hold |
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|
2018
Q2 | $202K | Buy |
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