Ownership history in Stone Summit Wealth LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Stone Summit Wealth LLC reported a position in VANGUARD TAX-MANAGED INTL FD (VEA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 181,188 | +13,429 | +8.0% | 3.07% | $11.3M | $62.36 |
| 2025 Q3 | ADDED | 167,759 | +49,641 | +42.0% | 2.85% | $10.1M | $58.82 |
| 2025 Q2 | ADDED | 118,118 | +12,921 | +12.3% | 2.09% | $6.7M | $55.70 |
| 2025 Q1 | ADDED | 105,197 | +11,248 | +12.0% | 1.81% | $5.3M | $49.27 |
| 2024 Q4 | REDUCED | 93,949 | -465 | -0.5% | 1.51% | $4.5M | $46.14 |
| 2024 Q3 | ADDED | 94,414 | +9,515 | +11.2% | 1.61% | $5.0M | $50.20 |
| 2024 Q2 | ADDED | 84,899 | +5,866 | +7.4% | 1.50% | $4.2M | $46.85 |
| 2024 Q1 | ADDED | 79,033 | +11,445 | +16.9% | 1.38% | $4.0M | $47.12 |
| 2023 Q4 | ADDED | 67,588 | +5,010 | +8.0% | 1.24% | $3.2M | $44.73 |
| 2023 Q3 | ADDED | 62,578 | +4,962 | +8.6% | 1.17% | $2.7M | $40.30 |
As of 2025 Q4 — sorted by position size