SFS
Summit Financial Strategies’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
9,563
+2,238
| +31% | +$626K | 0.25% | 41 |
|
|
2025
Q1 | $1.89M | Buy |
7,325
+876
| +14% | +$227K | 0.19% | 43 |
|
|
2024
Q4 | $1.7M | Buy |
6,449
+580
| +10% | +$153K | 0.19% | 44 |
|
|
2024
Q3 | $1.55M | Buy |
5,869
+192
| +3% | +$50.7K | 0.17% | 43 |
|
|
2024
Q2 | $1.37M | Buy |
5,677
+889
| +19% | +$215K | 0.17% | 44 |
|
|
2024
Q1 | $1.2M | Buy |
4,788
+401
| +9% | +$100K | 0.17% | 46 |
|
|
2023
Q4 | $1.02M | Buy |
4,387
+579
| +15% | +$135K | 0.16% | 48 |
|
|
2023
Q3 | $793K | Buy |
3,808
+519
| +16% | +$108K | 0.15% | 51 |
|
|
2023
Q2 | $724K | Buy |
3,289
+799
| +32% | +$176K | 0.14% | 55 |
|
|
2023
Q1 | $525K | Buy |
2,490
+1,506
| +153% | +$318K | 0.1% | 66 |
|
|
2022
Q4 | $201K | Buy |
+984
| New | +$201K | 0.04% | 114 |
|