Summit Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.7M | Buy |
511,356
+57,660
| +13% | +$4.28M | 0.47% | 36 |
|
|
2025
Q4 | $32.9M | Buy |
453,696
+80,640
| +22% | +$5.87M | 0.48% | 32 |
|
|
2025
Q3 | $27.4M | Buy |
373,056
+28,980
| +8% | +$2.08M | 0.42% | 39 |
|
|
2025
Q2 | $24.2M | Buy |
344,076
+25,868
| +8% | +$1.7M | 0.55% | 31 |
|
|
2025
Q1 | $20.6M | Buy |
318,208
+68,112
| +27% | +$4.57M | 0.58% | 33 |
|
|
2024
Q4 | $16.5M | Buy |
250,096
+19,688
| +9% | +$1.34M | 0.58% | 28 |
|
|
2024
Q3 | $15.2M | Buy |
230,408
+43,244
| +23% | +$2.72M | 0.6% | 27 |
|
|
2024
Q2 | $11.4M | Buy |
187,164
+19,440
| +12% | +$1.18M | 0.52% | 30 |
|
|
2024
Q1 | $10.5M | Buy |
167,724
+10,640
| +7% | +$629K | 0.62% | 20 |
|
|
2023
Q4 | $9.14M | Buy |
157,084
+3,896
| +3% | +$208K | 0.6% | 23 |
|
|
2023
Q3 | $7.97M | Buy |
153,188
+23,136
| +18% | +$1.27M | 0.59% | 22 |
|
|
2023
Q2 | $7.16M | Sell |
130,052
-220
| -0.2% | -$11.5K | 0.52% | 23 |
|
|
2023
Q1 | $6.87M | Sell |
130,272
-2,440
| -2% | -$130K | 0.6% | 18 |
|
|
2022
Q4 | $6.76M | Buy |
132,712
+3,984
| +3% | +$203K | 0.64% | 18 |
|
|
2022
Q3 | $6.05M | Buy |
128,728
+7,916
| +7% | +$414K | 0.57% | 18 |
|
|
2022
Q2 | $5.95M | Buy |
120,812
+1,912
| +2% | +$103K | 0.56% | 19 |
|
|
2022
Q1 | $7.07M | Buy |
118,900
+5,436
| +5% | +$319K | 0.55% | 19 |
|
|
2021
Q4 | $7.23M | Buy |
113,464
+26,908
| +31% | +$1.69M | 0.55% | 21 |
|
|
2021
Q3 | $5.12M | Buy |
86,556
+20,104
| +30% | +$1.21M | 0.44% | 25 |
|
|
2021
Q2 | $3.94M | Buy |
66,452
+22,332
| +51% | +$1.29M | 0.39% | 23 |
|
|
2021
Q1 | $2.44M | Buy |
44,120
+1,024
| +2% | +$55.6K | 0.32% | 18 |
|
|
2020
Q4 | $2.23M | Buy |
+43,096
| New | +$2.09M | 0.31% | 16 |
|
|
2020
Q3 | – | Sell |
-9,856
| Closed | -$404K | – | 37 |
|
|
2020
Q2 | $404K | Hold |
9,856
| – | – | 0.07% | 29 |
|
|
2020
Q1 | $324K | Hold |
9,856
| – | – | 0.07% | 29 |
|
|
2019
Q4 | $439K | Buy |
+9,856
| New | +$423K | 0.07% | 36 |
|
|
2019
Q3 | – | Sell |
-9,856
| Closed | -$413K | – | 38 |
|
|
2019
Q2 | $413K | Hold |
9,856
| – | – | 0.07% | 37 |
|
|
2019
Q1 | $397K | Buy |
+9,856
| New | +$379K | 0.07% | 44 |
|
Other funds holding VO
