Summit Financial Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Summit Financial Wealth Advisors, LLC

  • $490 Million
  • Q4 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 38,013 shares of VTI stock, worth $10.3 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
38,013
Previous 33,743 12.65%
Holding current value
$10.3 Million
Previous $9.55 Million 15.3%
% of portfolio
2.25%
Previous 1.89%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$280.04 - $302.45 $1.2 Million - $1.29 Million
4,270 Added 12.65%
38,013 $11 Million
Q3 2024

Nov 13, 2024
BUY
$255.18 - $283.2 $167,398 - $185,779
656 Added 1.98%
33,743 $9.55 Million
Q2 2024

Aug 12, 2024
SELL
$245.23 - $269.4 $22,561 - $24,784
-92 Reduced 0.28%
33,087 $8.85 Million
Q1 2024

May 02, 2024
BUY
$232.77 - $260.14 $323,317 - $361,334
1,389 Added 4.37%
33,179 $8.62 Million
Q4 2023

Jan 19, 2024
SELL
$203.12 - $238.25 $401,162 - $470,543
-1,975 Reduced 5.85%
31,790 $7.54 Million
Q3 2023

Nov 13, 2023
SELL
$211.41 - $228.35 $234,242 - $253,011
-1,108 Reduced 3.18%
33,765 $7.17 Million
Q2 2023

Jul 12, 2023
BUY
$200.75 - $220.28 $614,897 - $674,717
3,063 Added 9.63%
34,873 $7.68 Million
Q1 2023

Apr 10, 2023
SELL
$189.85 - $210.01 $608,279 - $672,872
-3,204 Reduced 9.15%
31,810 $6.49 Million
Q4 2022

Jan 17, 2023
BUY
$179.3 - $204.18 $90,725 - $103,315
506 Added 1.47%
35,014 $0
Q3 2022

Oct 28, 2022
SELL
$179.47 - $216.24 $879,403 - $1.06 Million
-4,900 Reduced 12.43%
34,508 $6.59 Million
Q2 2022

Jul 26, 2022
SELL
$183.02 - $230.52 $143,121 - $180,266
-782 Reduced 1.95%
39,408 $7.81 Million
Q1 2022

May 06, 2022
BUY
$209.9 - $242.97 $1.77 Million - $2.05 Million
8,445 Added 26.6%
40,190 $9.15 Million
Q4 2021

Jan 12, 2022
SELL
$221.73 - $242.96 $1.48 Million - $1.62 Million
-6,671 Reduced 17.37%
31,745 $7.7 Million
Q3 2021

Nov 05, 2021
BUY
$219.23 - $234.37 $42,969 - $45,936
196 Added 0.51%
38,416 $8.53 Million
Q2 2021

Aug 09, 2021
SELL
$209.28 - $222.82 $418,769 - $445,862
-2,001 Reduced 4.98%
38,220 $8.52 Million
Q1 2021

Apr 23, 2021
BUY
$191.87 - $208.85 $23,216 - $25,270
121 Added 0.3%
40,221 $7.83 Million
Q4 2020

Jan 11, 2021
SELL
$166.99 - $194.64 $113,553 - $132,355
-680 Reduced 1.67%
40,100 $6.83 Million
Q3 2020

Nov 09, 2020
BUY
$157.44 - $181.24 $48,491 - $55,821
308 Added 0.76%
40,780 $6.88 Million
Q2 2020

Jul 16, 2020
SELL
$122.96 - $164.1 $159,725 - $213,165
-1,299 Reduced 3.11%
40,472 $6.49 Million
Q1 2020

Apr 29, 2020
SELL
$111.91 - $172.17 $48,457 - $74,549
-433 Reduced 1.03%
41,771 $5.51 Million
Q4 2019

Jan 28, 2020
SELL
$146.61 - $164.29 $1.49 Million - $1.67 Million
-10,165 Reduced 19.41%
42,204 $6.95 Million
Q3 2019

Nov 05, 2019
SELL
$150.3 - $153.62 $497,793 - $508,789
-3,312 Reduced 5.95%
52,369 $7.89 Million
Q2 2019

Jul 16, 2019
SELL
N/A
-2,060 Reduced 3.57%
55,681 $8.36 Million
Q1 2019

May 01, 2019
BUY
N/A
18,241 Added 46.18%
57,741 $8.47 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-2,709 Reduced 6.42%
39,500 $5.04 Million
Q3 2018

Oct 22, 2018
BUY
N/A
1,440 Added 3.53%
42,209 $5.94 Million
Q1 2018

Apr 09, 2018
BUY
N/A
22,210 Added 119.67%
40,769 $5.53 Million
Q1 2018

Apr 06, 2018
BUY
N/A
6,994 Added 60.48%
18,559 $2.52 Million
Q4 2017

Feb 05, 2018
SELL
N/A
-530 Reduced 4.38%
11,565 $1.59 Million
Q3 2017

Nov 06, 2017
SELL
N/A
-3,000 Reduced 19.87%
12,095 $1.57 Million
Q2 2017

Aug 14, 2017
BUY
N/A
15,095
15,095 $1.88 Million

Others Institutions Holding VTI

# of Institutions
3,402
Shares Held
462M
Call Options Held
1.31M
Put Options Held
1.13M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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