SFWA
Summit Financial Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.32M | Buy |
12,826
+2
| +0% | +$517 | 0.66% | 32 |
|
|
2024
Q4 | $3.52M | Sell |
12,824
-206
| -2% | -$56.6K | 0.69% | 33 |
|
|
2024
Q3 | $3.44M | Buy |
13,030
+2
| +0% | +$528 | 0.64% | 35 |
|
|
2024
Q2 | $3.15M | Sell |
13,028
-175
| -1% | -$42.4K | 0.64% | 33 |
|
|
2024
Q1 | $3.3M | Buy |
13,203
+68
| +0.5% | +$17K | 0.67% | 33 |
|
|
2023
Q4 | $3.06M | Sell |
13,135
-41
| -0.3% | -$9.54K | 0.69% | 33 |
|
|
2023
Q3 | $2.72M | Sell |
13,176
-305
| -2% | -$63K | 0.67% | 34 |
|
|
2023
Q2 | $2.97M | Sell |
13,481
-80
| -0.6% | -$17.6K | 0.69% | 32 |
|
|
2023
Q1 | $2.86M | Sell |
13,561
-22
| -0.2% | -$4.64K | 0.68% | 32 |
|
|
2022
Q4 | $2.77M | Sell |
13,583
-281
| -2% | -$57.3K | 0.67% | 33 |
|
|
2022
Q3 | $2.78M | Sell |
13,864
-394
| -3% | -$79K | 0.8% | 29 |
|
|
2022
Q2 | $2.95M | Sell |
14,258
-86
| -0.6% | -$17.8K | 0.71% | 32 |
|
|
2022
Q1 | $3.41M | Sell |
14,344
-405
| -3% | -$96.3K | 0.69% | 33 |
|
|
2021
Q4 | $3.73M | Sell |
14,749
-207
| -1% | -$52.4K | 0.72% | 32 |
|
|
2021
Q3 | $3.54M | Sell |
14,956
-520
| -3% | -$123K | 0.8% | 31 |
|
|
2021
Q2 | $3.67M | Sell |
15,476
-2,894
| -16% | -$687K | 0.83% | 31 |
|
|
2021
Q1 | $3.8M | Sell |
18,370
-83,211
| -82% | -$17.2M | 0.97% | 28 |
|
|
2020
Q4 | $17.9M | Buy |
101,581
+1,132
| +1% | +$200K | 4.88% | 7 |
|
|
2020
Q3 | $18M | Sell |
100,449
-3,347
| -3% | -$599K | 4.8% | 7 |
|
|
2020
Q2 | $17.3M | Buy |
103,796
+12,100
| +13% | +$2.01M | 4.6% | 7 |
|
|
2020
Q1 | $12.3M | Buy |
91,696
+4,394
| +5% | +$589K | 3.87% | 7 |
|
|
2019
Q4 | $15.7M | Buy |
87,302
+4,518
| +5% | +$811K | 3.81% | 8 |
|
|
2019
Q3 | $13.8M | Buy |
82,784
+2,621
| +3% | +$437K | 3.39% | 8 |
|
|
2019
Q2 | $13.4M | Buy |
80,163
+5,295
| +7% | +$885K | 3.28% | 8 |
|
|
2019
Q1 | $12.2M | Buy |
74,868
+843
| +1% | +$138K | 3.23% | 8 |
|
|
2018
Q4 | $10.2M | Sell |
74,025
-11,130
| -13% | -$1.54M | 3.32% | 8 |
|
|
2018
Q3 | $13M | Buy |
85,155
+2,410
| +3% | +$369K | 3.9% | 6 |
|
|
2018
Q2 | $12.8M | Sell |
82,745
-608
| -0.7% | -$93.8K | 4.27% | 4 |
|
|
2018
Q1 | $12.9M | Buy |
83,353
+15,148
| +22% | +$2.34M | 4.23% | 4 |
|
|
2017
Q4 | $10.6M | Buy |
68,205
+5,997
| +10% | +$928K | 3.63% | 6 |
|
|
2017
Q3 | $9.15M | Buy |
62,208
+17,806
| +40% | +$2.62M | 3.33% | 5 |
|
|
2017
Q2 | $6.33M | Buy |
44,402
+26,146
| +143% | +$3.73M | 2.5% | 5 |
|
|
2017
Q1 | $2.54M | Buy |
18,256
+6,767
| +59% | +$942K | 1.11% | 32 |
|
|
2016
Q4 | $1.51M | Buy |
11,489
+1,140
| +11% | +$150K | 0.66% | 44 |
|
|
2016
Q3 | $1.34M | Buy |
+10,349
| New | +$1.34M | 0.58% | 47 |
|