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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data

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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
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