Summit Financial’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Buy |
86,019
+6,467
| +8% | +$1.82M | 0.55% | 31 |
|
|
2025
Q1 | $20.6M | Buy |
79,552
+17,028
| +27% | +$4.4M | 0.58% | 33 |
|
|
2024
Q4 | $16.5M | Buy |
62,524
+4,922
| +9% | +$1.3M | 0.58% | 28 |
|
|
2024
Q3 | $15.2M | Buy |
57,602
+10,811
| +23% | +$2.85M | 0.6% | 27 |
|
|
2024
Q2 | $11.4M | Buy |
46,791
+4,860
| +12% | +$1.18M | 0.52% | 30 |
|
|
2024
Q1 | $10.5M | Buy |
41,931
+2,660
| +7% | +$665K | 0.62% | 20 |
|
|
2023
Q4 | $9.14M | Buy |
39,271
+974
| +3% | +$227K | 0.6% | 23 |
|
|
2023
Q3 | $7.97M | Buy |
38,297
+5,784
| +18% | +$1.2M | 0.59% | 22 |
|
|
2023
Q2 | $7.16M | Sell |
32,513
-55
| -0.2% | -$12.1K | 0.52% | 23 |
|
|
2023
Q1 | $6.87M | Sell |
32,568
-610
| -2% | -$129K | 0.6% | 18 |
|
|
2022
Q4 | $6.76M | Buy |
33,178
+996
| +3% | +$203K | 0.64% | 18 |
|
|
2022
Q3 | $6.05M | Buy |
32,182
+1,979
| +7% | +$372K | 0.57% | 18 |
|
|
2022
Q2 | $5.95M | Buy |
30,203
+478
| +2% | +$94.2K | 0.56% | 19 |
|
|
2022
Q1 | $7.07M | Buy |
29,725
+1,359
| +5% | +$323K | 0.55% | 19 |
|
|
2021
Q4 | $7.23M | Buy |
28,366
+6,727
| +31% | +$1.71M | 0.55% | 21 |
|
|
2021
Q3 | $5.12M | Buy |
21,639
+5,026
| +30% | +$1.19M | 0.44% | 25 |
|
|
2021
Q2 | $3.94M | Buy |
16,613
+5,583
| +51% | +$1.33M | 0.39% | 23 |
|
|
2021
Q1 | $2.44M | Buy |
11,030
+256
| +2% | +$56.7K | 0.32% | 18 |
|
|
2020
Q4 | $2.23M | Buy |
+10,774
| New | +$2.23M | 0.31% | 16 |
|
|
2020
Q3 | – | Sell |
-2,464
| Closed | -$404K | – | 37 |
|
|
2020
Q2 | $404K | Hold |
2,464
| – | – | 0.07% | 29 |
|
|
2020
Q1 | $324K | Hold |
2,464
| – | – | 0.07% | 29 |
|
|
2019
Q4 | $439K | Buy |
+2,464
| New | +$439K | 0.07% | 36 |
|
|
2019
Q3 | – | Sell |
-2,464
| Closed | -$413K | – | 38 |
|
|
2019
Q2 | $413K | Hold |
2,464
| – | – | 0.07% | 37 |
|
|
2019
Q1 | $397K | Buy |
+2,464
| New | +$397K | 0.07% | 44 |
|