Summit Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History

Summit Financial’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$556M	Buy	1,731,717 +70,480	+4%	+$23.6M	7.08%	1
2025 Q4	$557M	Buy	1,661,237 +18,370	+1%	+$6.11M	8.18%	1
2025 Q3	$539M	Sell	1,642,867 -5,576	-0.3%	-$1.76M	8.23%	1
2025 Q2	$503M	Buy	1,648,443 +130,542	+9%	+$36.7M	11.36%	1
2025 Q1	$417M	Buy	1,517,901 +34,751	+2%	+$10.1M	11.69%	1
2024 Q4	$430M	Buy	1,483,150 +30,994	+2%	+$9.04M	15.07%	1
2024 Q3	$412M	Sell	1,452,156 -78,511	-5%	-$21.4M	16.16%	1
2024 Q2	$411M	Sell	1,530,667 -55,404	-3%	-$14.3M	18.77%	1
2024 Q1	$412M	Buy	1,586,071 +1,029	+0.1%	+$255K	24.42%	1
2023 Q4	$376M	Sell	1,585,042 -941	-0.1%	-$208K	24.57%	1
2023 Q3	$337M	Sell	1,585,983 -9,390	-0.6%	-$2.08M	24.88%	1
2023 Q2	$351M	Sell	1,595,373 -108,772	-6%	-$22.7M	25.62%	1
2023 Q1	$348M	Buy	1,704,145 +5,522	+0.3%	+$1.11M	30.39%	1
2022 Q4	$325M	Sell	1,698,623 -25,758	-1%	-$4.96M	30.54%	1
2022 Q3	$309M	Buy	1,724,381 +7,696	+0.4%	+$1.53M	29.31%	1
2022 Q2	$324M	Sell	1,716,685 -12,773	-0.7%	-$2.62M	30.34%	1
2022 Q1	$394M	Sell	1,729,458 -14,635	-0.8%	-$3.29M	30.72%	1
2021 Q4	$421M	Sell	1,744,093 -8,777	-0.5%	-$2.07M	32.11%	1
2021 Q3	$389M	Buy	1,752,870 +16,717	+1%	+$3.81M	33.39%	1
2021 Q2	$387M	Sell	1,736,153 -45,773	-3%	-$9.93M	38.31%	1
2021 Q1	$368M	Sell	1,781,926 -13,886	-0.8%	-$2.81M	48.56%	1
2020 Q4	$350M	Sell	1,795,812 -42,831	-2%	-$7.83M	49.13%	1
2020 Q3	$313M	Sell	1,838,643 -25,877	-1%	-$4.35M	51.79%	1
2020 Q2	$292M	Sell	1,864,520 -17,900	-1%	-$2.64M	51.68%	1
2020 Q1	$243M	Buy	1,882,420 +3,806	+0.2%	+$588K	53.33%	1
2019 Q4	$307M	Sell	1,878,614 -100,907	-5%	-$15.8M	52.2%	1
2019 Q3	$297M	Buy	1,979,521 +10,649	+0.5%	+$1.61M	50.4%	1
2019 Q2	$296M	Sell	1,968,872 -5,931	-0.3%	-$873K	49.86%	1
2019 Q1	$286M	Sell	1,974,803 -5,512	-0.3%	-$769K	49.04%	1
2018 Q4	$253M	Buy	+1,980,315	New	+$273M	49.08%	1