Summit Wealth Group’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 | $2.07M | Sell |
|
|||||
|
2025
Q2 | $1.97M | Sell |
|
|||||
|
2025
Q1 | $1.81M | Sell |
|
|||||
|
2024
Q4 | $1.99M | Sell |
|
|||||
|
2024
Q3 | $2.14M | Sell |
|
|||||
|
2024
Q2 | $2.02M | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $1.89M | Sell |
|
|||||
|
2023
Q1 | $9K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $665K | Buy |
|
|||||
|
2020
Q3 | $581K | Buy |
|
|||||
|
2020
Q2 | $327K | Buy |
|
|||||
|
2020
Q1 | $263K | Buy |
|