Stone Summit Wealth LLC's ownership history for VTI

Stone Summit Wealth LLC currently holds 22.5K shares with a market value of $7.4M. It started holding VTI on 2024-09-30. At its peak, it held 22.6K shares on 2025-06-30. Its highest holding value was $7.4M on 2025-09-30. At its lowest, it held 18.5K shares on 2024-09-30, with a value of $5.2M on 2024-09-30. In the recent 180 days, Stone Summit Wealth LLC has increased its shares by 2.3K. In the recent year, Stone Summit Wealth LLC has increased its shares by 4.0K.