Ownership history in Stone Summit Wealth LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Stone Summit Wealth LLC reported a position in VANGUARD SCOTTSDALE FDS (VCIT). 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 | REDUCED | 93,831 | -189 | -0.2% | 2.13% | $7.9M | $83.12 |
| 2025 Q3 | REDUCED | 94,020 | -2,079 | -2.2% | 2.24% | $7.9M | $82.18 |
| 2025 Q2 | REDUCED | 96,099 | -3,474 | -3.5% | 2.47% | $8.0M | $80.05 |
| 2025 Q1 | ADDED | 99,573 | +1,452 | +1.5% | 2.76% | $8.1M | $78.01 |
| 2024 Q4 | ADDED | 98,121 | +444 | +0.5% | 2.64% | $7.9M | $76.02 |
| 2024 Q3 | ADDED | 97,677 | +16,023 | +19.6% | 2.64% | $8.2M | $78.14 |
| 2024 Q2 | ADDED | 81,654 | +12,374 | +17.9% | 2.34% | $6.5M | $73.76 |
| 2024 Q1 | ADDED | 69,280 | +15,630 | +29.1% | 1.94% | $5.6M | $73.47 |
| 2023 Q4 | REDUCED | 53,650 | -1,109 | -2.0% | 1.67% | $4.4M | $73.67 |
| 2023 Q3 | REDUCED | 54,759 | -514 | -0.9% | 1.78% | $4.2M | $67.91 |
As of 2025 Q4 — sorted by position size