Summit Financial Wealth Advisors’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
Q3 | $3.85M | Buy |
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|
2025
Q2 | $3.55M | Sell |
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|
2025
Q1 | $3.32M | Buy |
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|
2024
Q4 | $3.52M | Sell |
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|
2024
Q3 | $3.44M | Buy |
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|
2024
Q2 | $3.15M | Sell |
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|
2024
Q1 | $3.3M | Buy |
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|
2023
Q4 | $3.06M | Sell |
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|
2023
Q3 | $2.72M | Sell |
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|
2023
Q2 | $2.97M | Sell |
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|
2023
Q1 | $2.86M | Sell |
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|
2022
Q4 | $2.77M | Sell |
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|
2022
Q3 | $2.78M | Sell |
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|
2022
Q2 | $2.95M | Sell |
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|
2022
Q1 | $3.41M | Sell |
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|
2021
Q4 | $3.73M | Sell |
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|
2021
Q3 | $3.54M | Sell |
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|
2021
Q2 | $3.67M | Sell |
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|
2021
Q1 | $3.8M | Sell |
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|
2020
Q4 | $17.9M | Buy |
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|
2020
Q3 | $18M | Sell |
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|
2020
Q2 | $17.3M | Buy |
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|
2020
Q1 | $12.3M | Buy |
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|
2019
Q4 | $15.7M | Buy |
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|
2019
Q3 | $13.8M | Buy |
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|
2019
Q2 | $13.4M | Buy |
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|
2019
Q1 | $12.2M | Buy |
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|
2018
Q4 | $10.2M | Sell |
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|
2018
Q3 | $13M | Buy |
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|
2018
Q2 | $12.8M | Sell |
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|
2018
Q1 | $12.9M | Buy |
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|
2017
Q4 | $10.6M | Buy |
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|
2017
Q3 | $9.14M | Buy |
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|
2017
Q2 | $6.33M | Buy |
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|
2017
Q1 | $2.54M | Buy |
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|
2016
Q4 | $1.51M | Buy |
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|
2016
Q3 | $1.34M | Buy |
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