Summit Wealth & Retirement Planning’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	$471K	Buy	+1,549	New	+$471K	0.13%	58
2023 Q1	–	Sell	-1,700	Closed	-$325K	–	114
2022 Q4	$325K	Buy	+1,700	New	+$325K	0.13%	78