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Summit Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Summit Financial’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$369K Buy
2,874
+517
+22% +$66.4K 0.01% 639
2025
Q1 		$273K Buy
2,357
+264
+13% +$30.6K 0.01% 631
2024
Q4 		$246K Buy
+2,093
New +$246K 0.01% 580