Summit Wealth Partners’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
Q2 | $1.04M | Sell |
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|
2025
Q1 | $977K | Sell |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $905K | Sell |
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|
2024
Q1 | $981K | Sell |
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|
2023
Q4 | $931K | Sell |
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|
2023
Q3 | $853K | Buy |
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|
2023
Q2 | $901K | Sell |
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|
2023
Q1 | $907K | Buy |
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|
2022
Q4 | $849K | Buy |
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|
2022
Q3 | $586K | Buy |
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|
2022
Q2 | $603K | Sell |
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|
2022
Q1 | $883K | Buy |
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|
2021
Q4 | $896K | Buy |
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|
2021
Q3 | $823K | Buy |
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|
2021
Q2 | $818K | Sell |
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|
2021
Q1 | $817K | Sell |
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|
2020
Q4 | $772K | Sell |
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|
2020
Q3 | $666K | Buy |
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|
2020
Q2 | $596K | Buy |
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|
2020
Q1 | $474K | Buy |
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