Summit Financial Wealth Advisors, LLC VTI Holdings History
Summit Financial Wealth Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 39,915.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $10.97 Mil. This investment constitutes 2.18% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q4. And since then Summit Financial Wealth Advisors, LLC has made 14 purchases of VTI, at an average price of $122.10, for a total of 203,751.00 shares. In addition, there have been 17 sales at an average price of $134.67 for 163,836.00 shares. Based on historical transaction data and VTI's current price of $311.99, Summit Financial Wealth Advisors, LLC's estimated gain on his VTI holdings is $9.64 Mil, reflecting a 38.75% gain to date.
Summit Financial Wealth Advisors, LLC VTI ($311.99) Holding Chart
Summit Financial Wealth Advisors, LLC VTI ($311.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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