Summit Investment Advisory Services’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 | – | Sell |
-3,597
| Closed | -$930K | – | 107 |
|
|
2025
Q1 | $930K | Buy |
3,597
+539
| +18% | +$139K | 0.46% | 25 |
|
|
2024
Q4 | $808K | Buy |
3,058
+107
| +4% | +$28.3K | 0.42% | 32 |
|
|
2024
Q3 | $779K | Buy |
+2,951
| New | +$779K | 0.41% | 31 |
|
|
2024
Q2 | – | Sell |
-2,953
| Closed | -$738K | – | 93 |
|
|
2024
Q1 | $738K | Buy |
2,953
+24
| +0.8% | +$6K | 0.44% | 31 |
|
|
2023
Q4 | $681K | Sell |
2,929
-210
| -7% | -$48.8K | 0.43% | 30 |
|
|
2023
Q3 | $654K | Buy |
3,139
+12
| +0.4% | +$2.5K | 0.48% | 26 |
|
|
2023
Q2 | $688K | Buy |
3,127
+64
| +2% | +$14.1K | 0.46% | 26 |
|
|
2023
Q1 | $646K | Buy |
3,063
+3
| +0.1% | +$633 | 0.46% | 26 |
|
|
2022
Q4 | $624K | Buy |
+3,060
| New | +$624K | 0.76% | 22 |
|