Summit Financial Strategies’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 | $2.68M | Buy |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $793K | Buy |
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|
2023
Q2 | $724K | Buy |
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|
2023
Q1 | $525K | Buy |
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|
2022
Q4 | $201K | Buy |
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