Summit Wealth & Retirement Planning, Inc. Vanguard Total Stock Market Et Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $389 Million
  • Q3 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 1,942 shares of VTI stock, worth $640,588. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,942
Previous 1,549 25.37%
Holding current value
$640,588
Previous $470,000 35.53%
% of portfolio
0.16%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$303.93 - $329.86 $119,444 - $129,634
393 Added 25.37%
1,942 $637,000
Q2 2025

Aug 06, 2025
BUY
$243.75 - $303.93 $377,568 - $470,787
1,549 New
1,549 $470,000
Q4 2022

Feb 09, 2023
BUY
$179.3 - $204.18 $304,810 - $347,106
1,700 New
1,700 $325,000

Others Institutions Holding VTI

# of Institutions
3,656
Shares Held
537M
Call Options Held
1.6M
Put Options Held
676K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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