Summit Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Buy
4,742
+25
+0.5% +$7.64K 1.19% 24
2025
Q1
$1.3M Buy
4,717
+8
+0.2% +$2.2K 1.15% 25
2024
Q4
$1.42M Buy
+4,709
New +$1.42M 1.26% 21