Summit Wealth Partners’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 | $1.13M | Sell |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $964K | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $903K | Sell |
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|
2024
Q1 | $886K | Sell |
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|
2023
Q4 | $815K | Sell |
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|
2023
Q3 | $788K | Sell |
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|
2023
Q2 | $827K | Sell |
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|
2023
Q1 | $831K | Sell |
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|
2022
Q4 | $880K | Buy |
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|
2022
Q3 | $666K | Buy |
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|
2022
Q2 | $664K | Sell |
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|
2022
Q1 | $928K | Buy |
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|
2021
Q4 | $958K | Sell |
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|
2021
Q3 | $989K | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $927K | Sell |
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|
2020
Q4 | $987K | Sell |
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|
2020
Q3 | $1.79M | Buy |
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|
2020
Q2 | $1.35M | Buy |
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