Summit Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$235K	Buy	528 +1	+0.2%	+$445	0.19%	53
2025 Q1	$202K	Hold	527	–	–	0.18%	55
2024 Q4	$225K	Buy	+527	New	+$225K	0.2%	50