Summit Wealth Group, LLC's ownership history for VTI

Summit Wealth Group, LLC currently holds 6.3K shares with a market value of $2.0M. It started holding VTI on 2024-09-30. At its peak, it held 7.6K shares on 2024-09-30. Its highest holding value was $2.1M on 2025-12-31. At its lowest, it held 6.3K shares on 2026-03-31, with a value of $1.8K on 2025-03-31. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 37. In the recent year, Summit Wealth Group, LLC has decreased its shares by 324.