Summit Financial’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 | $539M | Sell |
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|
2025
Q2 | $503M | Buy |
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|
2025
Q1 | $417M | Buy |
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|
2024
Q4 | $430M | Buy |
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|
2024
Q3 | $412M | Sell |
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|
2024
Q2 | $411M | Sell |
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|
2024
Q1 | $412M | Buy |
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|
2023
Q4 | $376M | Sell |
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|
2023
Q3 | $337M | Sell |
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|
2023
Q2 | $351M | Sell |
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|
2023
Q1 | $348M | Buy |
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|
2022
Q4 | $325M | Sell |
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|
2022
Q3 | $309M | Buy |
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|
2022
Q2 | $324M | Sell |
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|
2022
Q1 | $394M | Sell |
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|
2021
Q4 | $421M | Sell |
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|
2021
Q3 | $389M | Buy |
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|
2021
Q2 | $387M | Sell |
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|
2021
Q1 | $368M | Sell |
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|
2020
Q4 | $350M | Sell |
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|
2020
Q3 | $313M | Sell |
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|
2020
Q2 | $292M | Sell |
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|
2020
Q1 | $243M | Buy |
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|
2019
Q4 | $307M | Sell |
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|
2019
Q3 | $297M | Buy |
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|
2019
Q2 | $296M | Sell |
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|
2019
Q1 | $286M | Sell |
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|
2018
Q4 | $253M | Buy |
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