Vanguard Total Stock Market ETF shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 7.6k | 283.18 |
| 2024-06-30 | $2.0M | 7.6k | 267.47 |
| 2023-06-30 | $1.9M | 8.6k | 220.29 |
| 2023-03-31 | $8.9k | 1.7M | 0.01 |
| 2020-12-31 | $665k | 3.4k | 194.73 |
| 2020-09-30 | $581k | 3.4k | 170.28 |
| 2020-06-30 | $327k | 2.1k | 156.76 |
| 2020-03-31 | $263k | 2.0k | 128.92 |
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