Summit X LLC’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$405K Hold
1,421
0.08% 162
2025
Q1
$365K Hold
1,421
0.08% 150
2024
Q4
$383K Hold
1,421
0.09% 140
2024
Q3
$355K Hold
1,421
0.09% 140
2024
Q2
$355K Hold
1,421
0.08% 156
2024
Q1
$341K Hold
1,421
0.09% 142
2023
Q4
$310K Hold
1,421
0.09% 143
2023
Q3
$278K Buy
+1,421
New +$278K 0.09% 140