Summit X LLC’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
Q2 | $802K | Buy |
|
|||||
|
2025
Q1 | $441K | Buy |
|
|||||
|
2024
Q4 | $449K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $263K | Buy |
|
|||||
|
2024
Q1 | $212K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $237K | Buy |
|
|||||
|
2023
Q1 | $205K | Sell |
|
|||||
|
2022
Q4 | $279K | Buy |
|
|||||
|
2022
Q3 | $218K | Sell |
|
|||||
|
2022
Q2 | $279K | Hold |
|
|||||
|
2022
Q1 | $337K | Sell |
|
|||||
|
2021
Q4 | $562K | Sell |
|
|||||
|
2021
Q3 | $594K | Buy |
|
|||||
|
2021
Q2 | $592K | Buy |
|
|||||
|
2021
Q1 | $523K | Sell |
|
|||||
|
2020
Q4 | $495K | Buy |
|
|||||
|
2020
Q3 | $1.36K | Buy |
|
|||||
|
2020
Q2 | $350K | Buy |
|
|||||
|
2020
Q1 | $288K | Hold |
|
|||||
|
2019
Q4 | $366K | Sell |
|
|||||
|
2019
Q3 | $339K | Buy |
|
|||||
|
2019
Q2 | $328K | Sell |
|
|||||
|
2019
Q1 | $362K | Buy |
|
|||||
|
2018
Q4 | $318K | Buy |
|
|||||
|
2018
Q3 | $343K | Buy |
|
|||||
|
2018
Q2 | $265K | Buy |
|
|||||
|
2018
Q1 | $254K | Buy |
|
|||||
|
2017
Q4 | $259K | Sell |
|
|||||
|
2017
Q3 | $245K | Hold |
|
|||||
|
2017
Q2 | $235K | Buy |
|