Summit Investment Advisory Services’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 | $1.44M | Sell |
4,735
-13,821
| -74% | -$4.2M | 1.22% | 24 |
|
|
2025
Q1 | $5.1M | Sell |
18,556
-4
| -0% | -$1.1K | 2.5% | 9 |
|
|
2024
Q4 | $5.38M | Buy |
18,560
+10
| +0.1% | +$2.9K | 2.77% | 8 |
|
|
2024
Q3 | $5.25M | Buy |
18,550
+13,637
| +278% | +$3.86M | 2.79% | 8 |
|
|
2024
Q2 | $1.31M | Sell |
4,913
-14,114
| -74% | -$3.78M | 1.55% | 18 |
|
|
2024
Q1 | $4.95M | Buy |
19,027
+795
| +4% | +$207K | 2.93% | 8 |
|
|
2023
Q4 | $4.32M | Sell |
18,232
-106
| -0.6% | -$25.1K | 2.72% | 8 |
|
|
2023
Q3 | $3.9M | Sell |
18,338
-971
| -5% | -$206K | 2.89% | 8 |
|
|
2023
Q2 | $4.25M | Buy |
19,309
+381
| +2% | +$83.9K | 2.81% | 8 |
|
|
2023
Q1 | $3.86M | Buy |
18,928
+7
| +0% | +$1.43K | 2.75% | 8 |
|
|
2022
Q4 | $3.62M | Buy |
+18,921
| New | +$3.62M | 4.38% | 5 |
|