Summit Place Financial Advisors, LLC Vanguard Total Stock Market Et Transaction History

Summit Place Financial Advisors, LLC

$197 Million
Q3 2025

A detailed history of Summit Place Financial Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 761 shares of VTI stock, worth $251,023. This represents 0.13% of its overall portfolio holdings.

Number of Shares

761

Previous 760 0.13%

Holding current value

$251,023

Previous $230,000 8.26%

% of portfolio

0.13%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$303.93 - $329.86 $303 - $329	1 Added 0.13%	761 $249,000
Q2 2025 Jul 24, 2025	BUY	$243.75 - $303.93 $7,312 - $9,117	30 Added 4.11%	760 $230,000
Q4 2024 Jan 31, 2025	BUY	$280.04 - $302.45 $1,400 - $1,512	5 Added 0.69%	730 $211,000
Q3 2024 Oct 24, 2024	BUY	$255.18 - $283.2 $185,005 - $205,320	725 New	725 $205,000
Q1 2024 Apr 30, 2024	SELL	$232.77 - $260.14 $34,682 - $38,760	-149 Reduced 12.64%	1,030 $267,000

Q4 2023 Feb 07, 2024	SELL	$203.12 - $238.25 $66,014 - $77,431	-325 Reduced 21.61%	1,179 $279,000
Q3 2023 Nov 08, 2023	BUY	$211.41 - $228.35 $14,164 - $15,299	67 Added 4.66%	1,504 $319,000
Q2 2023 Aug 04, 2023	SELL	$200.75 - $220.28 $36,938 - $40,531	-184 Reduced 11.35%	1,437 $316,000
Q1 2023 Apr 28, 2023	BUY	$189.85 - $210.01 $307,746 - $340,426	1,621 New	1,621 $330,000

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

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Summit Place Financial Advisors, LLC Vanguard Total Stock Market Et Transaction History