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Summit Financial Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Summit Financial Wealth Advisors’s Portfolio VTV Stock Details VTV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.11M Sell
6,453
-465
-7% -$80.3K 0.22% 56
2024
Q4 		$1.22M Buy
6,918
+769
+13% +$135K 0.24% 51
2024
Q3 		$1.07M Buy
+6,149
New +$1.07M 0.2% 56