SWP
Summit Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
3,538
+32
| +0.9% | +$9.73K | 0.21% | 74 |
|
|
2025
Q1 | $964K | Sell |
3,506
-184
| -5% | -$50.6K | 0.2% | 82 |
|
|
2024
Q4 | $1.07M | Sell |
3,690
-21
| -0.6% | -$6.09K | 0.22% | 79 |
|
|
2024
Q3 | $1.05M | Buy |
3,711
+336
| +10% | +$95.1K | 0.2% | 86 |
|
|
2024
Q2 | $903K | Sell |
3,375
-34
| -1% | -$9.1K | 0.19% | 89 |
|
|
2024
Q1 | $886K | Sell |
3,409
-28
| -0.8% | -$7.28K | 0.19% | 86 |
|
|
2023
Q4 | $815K | Sell |
3,437
-275
| -7% | -$65.2K | 0.19% | 81 |
|
|
2023
Q3 | $788K | Sell |
3,712
-44
| -1% | -$9.35K | 0.2% | 78 |
|
|
2023
Q2 | $827K | Sell |
3,756
-316
| -8% | -$69.6K | 0.21% | 79 |
|
|
2023
Q1 | $831K | Sell |
4,072
-532
| -12% | -$109K | 0.21% | 77 |
|
|
2022
Q4 | $880K | Buy |
4,604
+893
| +24% | +$171K | 0.23% | 67 |
|
|
2022
Q3 | $666K | Buy |
3,711
+192
| +5% | +$34.5K | 0.19% | 72 |
|
|
2022
Q2 | $664K | Sell |
3,519
-557
| -14% | -$105K | 0.18% | 70 |
|
|
2022
Q1 | $928K | Buy |
4,076
+107
| +3% | +$24.4K | 0.21% | 57 |
|
|
2021
Q4 | $958K | Sell |
3,969
-486
| -11% | -$117K | 0.21% | 56 |
|
|
2021
Q3 | $989K | Sell |
4,455
-118
| -3% | -$26.2K | 0.23% | 53 |
|
|
2021
Q2 | $1.02M | Buy |
4,573
+86
| +2% | +$19.2K | 0.24% | 55 |
|
|
2021
Q1 | $927K | Sell |
4,487
-583
| -11% | -$120K | 0.24% | 54 |
|
|
2020
Q4 | $987K | Sell |
5,070
-5,423
| -52% | -$1.06M | 0.27% | 55 |
|
|
2020
Q3 | $1.79M | Buy |
10,493
+1,866
| +22% | +$318K | 0.54% | 37 |
|
|
2020
Q2 | $1.35M | Buy |
+8,627
| New | +$1.35M | 0.44% | 43 |
|