Summit Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
|
|||||
|
2025
Q1 | $259K | Hold |
|
|||||
|
2024
Q4 | $265K | Hold |
|
|||||
|
2024
Q3 | $264K | Hold |
|
|||||
|
2024
Q2 | $243K | Hold |
|
|||||
|
2024
Q1 | $250K | Sell |
|
|||||
|
2023
Q4 | $297K | Hold |
|
|||||
|
2023
Q3 | $266K | Sell |
|
|||||
|
2023
Q2 | $287K | Buy |
|
|||||
|
2023
Q1 | $257K | Sell |
|
|||||
|
2022
Q4 | $253K | Sell |
|
|||||
|
2022
Q3 | $238K | Sell |
|
|||||
|
2022
Q2 | $262K | Sell |
|
|||||
|
2022
Q1 | $435K | Hold |
|
|||||
|
2021
Q4 | $466K | Hold |
|
|||||
|
2021
Q3 | $433K | Buy |
|
|||||
|
2021
Q2 | $424K | Hold |
|
|||||
|
2021
Q1 | $395K | Hold |
|
|||||
|
2020
Q4 | $369K | Hold |
|
|||||
|
2020
Q3 | $315K | Sell |
|
|||||
|
2020
Q2 | $302K | Sell |
|
|||||
|
2020
Q1 | $276K | Hold |
|
|||||
|
2019
Q4 | $373K | Hold |
|
|||||
|
2019
Q3 | $351K | Hold |
|
|||||
|
2019
Q2 | $350K | Sell |
|
|||||
|
2019
Q1 | $347K | Hold |
|
|||||
|
2018
Q4 | $298K | Hold |
|
|||||
|
2018
Q3 | $355K | Hold |
|
|||||
|
2018
Q2 | $341K | Hold |
|
|||||
|
2018
Q1 | $333K | Hold |
|
|||||
|
2017
Q4 | $334K | Hold |
|
|||||
|
2017
Q3 | $318K | Hold |
|
|||||
|
2017
Q2 | $308K | Hold |
|
|||||
|
2017
Q1 | $301K | Buy |
|
|||||
|
2016
Q4 | $276K | Hold |
|
|||||
|
2016
Q3 | $271K | Hold |
|
|||||
|
2016
Q2 | $259K | Hold |
|
|||||
|
2016
Q1 | $254K | Hold |
|
|||||
|
2015
Q4 | $252K | Sell |
|
|||||
|
2015
Q3 | $284K | Buy |
|
|||||
|
2015
Q2 | $254K | Hold |
|
|||||
|
2015
Q1 | $265K | Hold |
|
|||||
|
2014
Q4 | $247K | Hold |
|
|||||
|
2014
Q3 | $234K | Hold |
|
|||||
|
2014
Q2 | $237K | Hold |
|
|||||
|
2014
Q1 | $227K | Hold |
|
|||||
|
2013
Q4 | $220K | Hold |
|
|||||
|
2013
Q3 | $205K | Buy |
|