Summit Financial Wealth Advisors’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
Q3 | $16.3M | Buy |
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|
2025
Q2 | $14.6M | Buy |
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|
2025
Q1 | $11M | Buy |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $9.55M | Buy |
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|
2024
Q2 | $8.85M | Sell |
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|
2024
Q1 | $8.62M | Buy |
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|
2023
Q4 | $7.54M | Sell |
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|
2023
Q3 | $7.3M | Sell |
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|
2023
Q2 | $7.68M | Buy |
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|
2023
Q1 | $6.49M | Sell |
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|
2022
Q4 | $6.69M | Buy |
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|
2022
Q3 | $6.59M | Sell |
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|
2022
Q2 | $7.81M | Sell |
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|
2022
Q1 | $9.15M | Buy |
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|
2021
Q4 | $7.7M | Sell |
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|
2021
Q3 | $8.53M | Buy |
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|
2021
Q2 | $8.52M | Sell |
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|
2021
Q1 | $7.83M | Buy |
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|
2020
Q4 | $6.83M | Sell |
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|
2020
Q3 | $6.88M | Buy |
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|
2020
Q2 | $6.49M | Sell |
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|
2020
Q1 | $5.51M | Sell |
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|
2019
Q4 | $6.95M | Sell |
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|
2019
Q3 | $7.89M | Sell |
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|
2019
Q2 | $8.36M | Sell |
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|
2019
Q1 | $8.47M | Buy |
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|
2018
Q4 | $5.04M | Sell |
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|
2018
Q3 | $5.94M | Buy |
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|
2018
Q2 | $5.53M | Hold |
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|
2018
Q1 | $5.53M | Buy |
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|
2017
Q4 | $1.59M | Sell |
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|
2017
Q3 | $1.57M | Sell |
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|
2017
Q2 | $1.88M | Sell |
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|
2017
Q1 | $3.59M | Sell |
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|
2016
Q4 | $3.43M | Buy |
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|
2016
Q3 | $3.29M | Sell |
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|
2016
Q2 | $6.64M | Sell |
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|
2016
Q1 | $9.45M | Buy |
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|
2015
Q4 | $8.99M | Buy |
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|
2015
Q3 | $7.06M | Buy |
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|
2015
Q2 | $5.25M | Buy |
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|
2015
Q1 | $5.16M | Sell |
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|
2014
Q4 | $5.61M | Buy |
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