Summit Trail 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 | $495K | Buy |
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|
2025
Q2 | $447K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $2.26M | Buy |
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|
2023
Q4 | $1.9M | Sell |
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|
2023
Q3 | $1.79M | Sell |
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|
2023
Q2 | $1.91M | Sell |
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|
2023
Q1 | $4.45M | Buy |
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|
2022
Q4 | $2.26M | Sell |
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|
2022
Q3 | $2.61M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $311K | Buy |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $243K | Sell |
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|
2021
Q2 | $374K | Sell |
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|
2021
Q1 | $382K | Hold |
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|
2020
Q4 | $357K | Hold |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $381K | Sell |
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|
2020
Q1 | $690K | Buy |
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