Summit Wealth Group’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	$309K	Buy	+1,106	New	+$309K	0.08%	88
2023 Q2	–	Sell	-50,410	Closed	–	–	256
2023 Q1	$0	Buy	+50,410	New	–	﹤0.01%	260