Summit Wealth Group’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 | $1.97M | Sell |
6,474
-113
| -2% | -$34.4K | 0.51% | 35 |
|
|
2025
Q1 | $1.81M | Sell |
6,587
-283
| -4% | -$77.8K | 0.53% | 33 |
|
|
2024
Q4 | $1.99M | Sell |
6,870
-694
| -9% | -$201K | 0.58% | 32 |
|
|
2024
Q3 | $2.14M | Sell |
7,564
-7
| -0.1% | -$1.98K | 0.62% | 34 |
|
|
2024
Q2 | $2.03M | Buy |
+7,571
| New | +$2.03M | 0.61% | 31 |
|
|
2023
Q3 | – | Sell |
-8,566
| Closed | -$1.89M | – | 77 |
|
|
2023
Q2 | $1.89M | Sell |
8,566
-1,741,195
| -100% | -$384M | 0.76% | 22 |
|
|
2023
Q1 | $9K | Buy |
+1,749,761
| New | +$9K | 0.21% | 43 |
|
|
2021
Q1 | – | Sell |
-3,415
| Closed | -$665K | – | 218 |
|
|
2020
Q4 | $665K | Buy |
3,415
+3
| +0.1% | +$584 | 0.42% | 26 |
|
|
2020
Q3 | $581K | Buy |
3,412
+1,326
| +64% | +$226K | 0.5% | 18 |
|
|
2020
Q2 | $327K | Buy |
2,086
+46
| +2% | +$7.21K | 0.3% | 25 |
|
|
2020
Q1 | $263K | Buy |
+2,040
| New | +$263K | 0.27% | 25 |
|