Summit Investment Advisory Services’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 | $5.68M | Buy |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $5.1M | Sell |
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|
2024
Q4 | $5.38M | Buy |
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|
2024
Q3 | $5.25M | Buy |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $4.95M | Buy |
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|
2023
Q4 | $4.32M | Sell |
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|
2023
Q3 | $3.9M | Sell |
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|
2023
Q2 | $4.25M | Buy |
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|
2023
Q1 | $3.86M | Buy |
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|
2022
Q4 | $3.62M | Buy |
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