Summit Wealth & Retirement Planning’s Vanguard Value ETF VTV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.2M	Buy	12,439 +4,946	+66%	+$874K	0.59%	25
2025 Q1	$1.29M	Buy	7,493 +3,267	+77%	+$564K	0.4%	26
2024 Q4	$715K	Buy	+4,226	New	+$715K	0.22%	30