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Summit Financial Wealth Advisors, LLC
> VTI
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | VANGUARD INDEX FUNDS | VTI | 34,873 | -4,535 | 7,681,914,000 | 7,674,105,000 | $220,282.57 |
06/30/2022 | VANGUARD INDEX FUNDS | VTI | 39,408 | -782 | 7,809,000 | -1,341,000 | $198.16 |
03/31/2022 | VANGUARD INDEX FUNDS | VTI | 40,190 | 8,445 | 9,150,000 | 1,452,000 | $227.67 |
12/31/2021 | VANGUARD INDEX FUNDS | VTI | 31,745 | -6,671 | 7,698,000 | -833,000 | $242.49 |
09/30/2021 | VANGUARD INDEX FUNDS | VTI | 38,416 | -1,805 | 8,531,000 | 702,000 | $222.07 |
03/31/2021 | VANGUARD INDEX FUNDS | VTI | 40,221 | 121 | 7,829,000 | 1,000,000 | $194.65 |
12/31/2020 | VANGUARD INDEX FUNDS | VTI | 40,100 | -680 | 6,829,000 | -52,000 | $170.30 |
09/30/2020 | VANGUARD INDEX FUNDS | VTI | 40,780 | 308 | 6,881,000 | 396,000 | $168.73 |
06/30/2020 | VANGUARD INDEX FUNDS | VTI | 40,472 | -1,299 | 6,485,000 | 971,000 | $160.23 |
03/31/2020 | VANGUARD INDEX FUNDS | VTI | 41,771 | -433 | 5,514,000 | -1,432,000 | $132.01 |
12/31/2019 | VANGUARD INDEX FUNDS | VTI | 42,204 | -10,165 | 6,946,000 | -942,000 | $164.58 |
09/30/2019 | VANGUARD INDEX FUNDS | VTI | 52,369 | -3,312 | 7,888,000 | -469,000 | $150.62 |
06/30/2019 | VANGUARD INDEX FUNDS | VTI | 55,681 | -2,060 | 8,357,000 | -115,000 | $150.09 |
03/31/2019 | VANGUARD INDEX FUNDS | VTI | 57,741 | 18,241 | 8,472,000 | 3,431,000 | $146.72 |
12/31/2018 | VANGUARD INDEX FUNDS | VTI | 39,500 | -2,709 | 5,041,000 | -899,000 | $127.62 |
09/30/2018 | VANGUARD INDEX FUNDS | VTI | 42,209 | 1,440 | 5,940,000 | 407,000 | $140.73 |
06/30/2018 | VANGUARD INDEX FUNDS | VTI | 40,769 | 0 | 5,533,000 | 0 | $135.72 |
03/31/2018 | VANGUARD INDEX FUNDS | VTI | 40,769 | 29,204 | 5,533,000 | 3,946,000 | $135.72 |
12/31/2017 | VANGUARD INDEX FUNDS | VTI | 11,565 | -530 | 1,587,000 | 20,000 | $137.22 |
09/30/2017 | VANGUARD INDEX FUNDS | VTI | 12,095 | -3,000 | 1,567,000 | -312,000 | $129.56 |
06/30/2017 | VANGUARD INDEX FUNDS | VTI | 15,095 | -14,500 | 1,879,000 | -1,711,000 | $124.48 |
03/31/2017 | VANGUARD INDEX FUNDS | VTI | 29,595 | -170 | 3,590,000 | 158,000 | $121.30 |
12/31/2016 | VANGUARD INDEX FUNDS | VTI | 29,765 | 200 | 3,432,000 | 141,000 | $115.30 |
09/30/2016 | VANGUARD INDEX FUNDS | VTI | 29,565 | 29,565 | 3,291,000 | 3,291,000 | $111.31 |
06/30/2016 | VANGUARD INDEX FUNDS | VTI | 0 | -86,829 | 0 | -9,101,000 | |
03/31/2016 | VANGUARD INDEX FUNDS | VTI | 86,829 | 2,634 | 9,101,000 | 319,000 | $104.82 |
12/31/2015 | VANGUARD INDEX FUNDS | VTI | 84,195 | 12,700 | 8,782,000 | 1,725,000 | $104.31 |
09/30/2015 | VANGUARD INDEX FUNDS | VTI | 71,495 | 22,460 | 7,057,000 | 1,810,000 | $98.71 |
06/30/2015 | VANGUARD INDEX FUNDS | VTI | 49,035 | 1,625 | 5,247,000 | 92,000 | $107.01 |
03/31/2015 | VANGUARD INDEX FUNDS | VTI | 47,410 | -5,530 | 5,155,000 | -457,000 | $108.73 |
12/31/2014 | VANGUARD INDEX FUNDS | VTI | 52,940 | 52,940 | 5,612,000 | 5,612,000 | $106.01 |
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