SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for VTI


SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 1.8K shares with a market value of $570.7K. It started holding VTI on 2025-06-30. At its peak, it held 1.9K shares on 2025-09-30. Its highest holding value was $640.0K on 2025-12-31. At its lowest, it held 1.5K shares on 2025-06-30, with a value of $470.8K on 2025-06-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 163.


SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for VTI