SWP
Summit Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
3,699
-80
| -2% | -$22.4K | 0.2% | 79 |
|
|
2025
Q1 | $977K | Sell |
3,779
-14
| -0.4% | -$3.62K | 0.2% | 80 |
|
|
2024
Q4 | $1M | Buy |
3,793
+2
| +0.1% | +$528 | 0.21% | 81 |
|
|
2024
Q3 | $1M | Buy |
3,791
+51
| +1% | +$13.5K | 0.19% | 88 |
|
|
2024
Q2 | $905K | Sell |
3,740
-186
| -5% | -$45K | 0.19% | 88 |
|
|
2024
Q1 | $981K | Sell |
3,926
-77
| -2% | -$19.2K | 0.21% | 81 |
|
|
2023
Q4 | $931K | Sell |
4,003
-93
| -2% | -$21.6K | 0.22% | 73 |
|
|
2023
Q3 | $853K | Buy |
4,096
+4
| +0.1% | +$833 | 0.22% | 71 |
|
|
2023
Q2 | $901K | Sell |
4,092
-209
| -5% | -$46K | 0.23% | 71 |
|
|
2023
Q1 | $907K | Buy |
4,301
+134
| +3% | +$28.3K | 0.23% | 70 |
|
|
2022
Q4 | $849K | Buy |
4,167
+1,052
| +34% | +$214K | 0.23% | 69 |
|
|
2022
Q3 | $586K | Buy |
3,115
+54
| +2% | +$10.2K | 0.17% | 78 |
|
|
2022
Q2 | $603K | Sell |
3,061
-650
| -18% | -$128K | 0.16% | 75 |
|
|
2022
Q1 | $883K | Buy |
3,711
+196
| +6% | +$46.6K | 0.2% | 61 |
|
|
2021
Q4 | $896K | Buy |
3,515
+37
| +1% | +$9.43K | 0.19% | 59 |
|
|
2021
Q3 | $823K | Buy |
3,478
+33
| +1% | +$7.81K | 0.19% | 63 |
|
|
2021
Q2 | $818K | Sell |
3,445
-246
| -7% | -$58.4K | 0.2% | 63 |
|
|
2021
Q1 | $817K | Sell |
3,691
-44
| -1% | -$9.74K | 0.21% | 60 |
|
|
2020
Q4 | $772K | Sell |
3,735
-41
| -1% | -$8.48K | 0.21% | 67 |
|
|
2020
Q3 | $666K | Buy |
3,776
+140
| +4% | +$24.7K | 0.2% | 71 |
|
|
2020
Q2 | $596K | Buy |
3,636
+32
| +0.9% | +$5.25K | 0.19% | 79 |
|
|
2020
Q1 | $474K | Buy |
+3,604
| New | +$474K | 0.19% | 66 |
|