Summit Investment Advisory Services’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 | $1.01M | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $930K | Buy |
|
|||||
|
2024
Q4 | $808K | Buy |
|
|||||
|
2024
Q3 | $779K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $738K | Buy |
|
|||||
|
2023
Q4 | $681K | Sell |
|
|||||
|
2023
Q3 | $654K | Buy |
|
|||||
|
2023
Q2 | $688K | Buy |
|
|||||
|
2023
Q1 | $646K | Buy |
|
|||||
|
2022
Q4 | $624K | Buy |
|