Summit Wealth Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Summit Wealth Group’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$325K	Hold
2025 Q2	$309K	Buy
2023 Q2	–	Sell
2023 Q1	$0	Buy