SFS
Summit Financial Strategies’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
4,832
+56
| +1% | +$17K | 0.14% | 52 |
|
|
2025
Q1 | $1.31M | Sell |
4,776
-50
| -1% | -$13.7K | 0.13% | 51 |
|
|
2024
Q4 | $1.4M | Buy |
4,826
+110
| +2% | +$31.9K | 0.15% | 51 |
|
|
2024
Q3 | $1.34M | Sell |
4,716
-173
| -4% | -$49K | 0.15% | 50 |
|
|
2024
Q2 | $1.31M | Buy |
4,889
+288
| +6% | +$77K | 0.16% | 48 |
|
|
2024
Q1 | $1.2M | Sell |
4,601
-15
| -0.3% | -$3.9K | 0.17% | 47 |
|
|
2023
Q4 | $1.09M | Buy |
4,616
+9
| +0.2% | +$2.14K | 0.17% | 47 |
|
|
2023
Q3 | $979K | Sell |
4,607
-85
| -2% | -$18.1K | 0.19% | 41 |
|
|
2023
Q2 | $1.03M | Sell |
4,692
-1,138
| -20% | -$251K | 0.19% | 39 |
|
|
2023
Q1 | $1.19M | Buy |
5,830
+1,092
| +23% | +$223K | 0.23% | 35 |
|
|
2022
Q4 | $906K | Buy |
4,738
+432
| +10% | +$82.6K | 0.2% | 41 |
|
|
2022
Q3 | $773K | Buy |
4,306
+71
| +2% | +$12.7K | 0.18% | 44 |
|
|
2022
Q2 | $799K | Buy |
4,235
+450
| +12% | +$84.9K | 0.19% | 42 |
|
|
2022
Q1 | $862K | Sell |
3,785
-1,603
| -30% | -$365K | 0.17% | 43 |
|
|
2021
Q4 | $1.3M | Buy |
5,388
+6
| +0.1% | +$1.45K | 0.25% | 30 |
|
|
2021
Q3 | $1.2M | Hold |
5,382
| – | – | 0.23% | 33 |
|
|
2021
Q2 | $1.2M | Buy |
+5,382
| New | +$1.2M | 0.24% | 33 |
|
|
2021
Q1 | – | Sell |
-6,677
| Closed | -$1.3M | – | 82 |
|
|
2020
Q4 | $1.3M | Sell |
6,677
-200
| -3% | -$38.9K | 0.45% | 22 |
|
|
2020
Q3 | $1.17M | Hold |
6,877
| – | – | 0.48% | 22 |
|
|
2020
Q2 | $1.08M | Buy |
6,877
+5,224
| +316% | +$817K | 0.48% | 21 |
|
|
2020
Q1 | $213K | Buy |
+1,653
| New | +$213K | 0.12% | 56 |
|