Summit Wealth Group, LLC Vanguard Total Stock Market Et Transaction History

Summit Wealth Group, LLC

$342 Million
Q1 2025

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Summit Wealth Group, LLC holds 6,587 shares of VTI stock, worth $1.8 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

6,587

Previous 6,870 4.12%

Holding current value

$1.8 Million

Previous $1.99 Million 9.09%

% of portfolio

0.53%

Previous 0.58%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$271.18 - $303.12 $76,743 - $85,782	-283 Reduced 4.12%	6,587 $1.81 Million
Q4 2024 Feb 04, 2025	SELL	$280.04 - $302.45 $194,347 - $209,900	-694 Reduced 9.18%	6,870 $1.99 Million
Q3 2024 Nov 08, 2024	SELL	$255.18 - $283.2 $1,786 - $1,982	-7 Reduced 0.09%	7,564 $2.14 Million
Q2 2024 Jul 31, 2024	BUY	$245.23 - $269.4 $1.86 Million - $2.04 Million	7,571 New	7,571 $2.03 Million
Q2 2023 Jul 26, 2023	SELL	$200.75 - $220.28 $350 Million - $384 Million	-1,741,195 Reduced 99.51%	8,566 $1.89 Million
Q1 2023 May 10, 2023	BUY	$189.85 - $210.01 $332 Million - $367 Million	1,749,761 New	1,749,761 $9,000
Q1 2021 May 11, 2021	SELL	$191.87 - $208.85 $655,236 - $713,222	-3,415 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$166.99 - $194.64 $500 - $583	3 Added 0.09%	3,415 $665,000
Q3 2020 Nov 06, 2020	BUY	$157.44 - $181.24 $208,765 - $240,324	1,326 Added 63.57%	3,412 $581,000
Q2 2020 Aug 06, 2020	BUY	$122.96 - $164.1 $5,656 - $7,548	46 Added 2.25%	2,086 $327,000
Q1 2020 May 12, 2020	BUY	$111.91 - $172.17 $228,296 - $351,226	2,040 New	2,040 $263,000

Others Institutions Holding VTI

# of Institutions

3,440

Shares Held

469M

Call Options Held

1.22M

Put Options Held

1.06M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Summit Wealth Group, LLC Vanguard Total Stock Market Et Transaction History