Summit X LLC’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
$444K Buy
1,586
+793
+100% +$222K 0.08% 157
2025
Q1
$205K Hold
793
0.04% 221
2024
Q4
$209K Buy
+793
New +$209K 0.05% 206
2020
Q4
Sell
-83
Closed -$705 431
2020
Q3
$705 Buy
+83
New +$705 0.01% 271