Summit Financial, LLC VTI Holdings History
Summit Financial, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Summit Financial, LLC held 1.52 Mil shares of Vanguard Total Stock Market ETF(VTI), totaling $417.18 Mil. This investment constitutes 11.69% of their stock portfolio, and Summit Financial, LLC now holds 0.1% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q4. And since then Summit Financial, LLC has made 8 purchases of VTI, at an average price of $143.64, for a total of 2.09 Mil shares. In addition, there have been 17 sales at an average price of $206.71 for 573,578.00 shares. Based on historical transaction data and VTI's current price of $308.95, Summit Financial, LLC's estimated gain on his VTI holdings is $287.09 Mil, reflecting a 95.56% gain to date.
Summit Financial, LLC VTI ($308.95) Holding Chart
Summit Financial, LLC VTI ($308.95) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
