Summit Wealth Partners, LLC's ownership history for VTI

Summit Wealth Partners, LLC currently holds 3.5K shares with a market value of $1.1M. It started holding VTI on 2024-09-30. At its peak, it held 3.7K shares on 2024-09-30. Its highest holding value was $1.1M on 2025-09-30. At its lowest, it held 3.5K shares on 2025-09-30, with a value of $963.6K on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 56. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 261.