Summit Financial Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 13,030 shares of VO stock, worth $3.56 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

13,030

Previous 13,028 0.02%

Holding current value

$3.56 Million

Previous $3.15 Million 8.97%

% of portfolio

0.68%

Previous 0.72%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$237.84 - $263.83 $475 - $527	2 Added 0.02%	13,030 $3.44 Million
Q2 2024 Aug 12, 2024	SELL	$234.99 - $248.98 $41,123 - $43,571	-175 Reduced 1.33%	13,028 $3.15 Million
Q1 2024 May 02, 2024	BUY	$225.86 - $249.86 $15,358 - $16,990	68 Added 0.52%	13,203 $3.3 Million
Q4 2023 Jan 19, 2024	SELL	$195.66 - $233.95 $8,022 - $9,591	-41 Reduced 0.31%	13,135 $3.06 Million
Q3 2023 Nov 13, 2023	SELL	$206.6 - $228.23 $63,013 - $69,610	-305 Reduced 2.26%	13,176 $2.74 Million
Q2 2023 Jul 12, 2023	SELL	$203.43 - $220.16 $16,274 - $17,612	-80 Reduced 0.59%	13,481 $2.97 Million
Q1 2023 Apr 10, 2023	SELL	$200.2 - $225.98 $4,404 - $4,971	-22 Reduced 0.16%	13,561 $2.86 Million
Q4 2022 Jan 17, 2023	SELL	$186.57 - $217.26 $52,426 - $61,050	-281 Reduced 2.03%	13,583 $0
Q3 2022 Oct 28, 2022	SELL	$187.98 - $227.42 $74,064 - $89,603	-394 Reduced 2.76%	13,864 $2.78 Million
Q2 2022 Jul 26, 2022	SELL	$190.36 - $240.41 $16,370 - $20,675	-86 Reduced 0.6%	14,258 $2.95 Million
Q1 2022 May 06, 2022	SELL	$219.86 - $253.39 $89,043 - $102,622	-405 Reduced 2.75%	14,344 $3.41 Million
Q4 2021 Jan 12, 2022	SELL	$236.98 - $261.2 $49,054 - $54,068	-207 Reduced 1.38%	14,749 $3.73 Million
Q3 2021 Nov 05, 2021	SELL	$229.88 - $249.8 $119,537 - $129,896	-520 Reduced 3.36%	14,956 $3.54 Million
Q2 2021 Aug 09, 2021	SELL	$223.23 - $238.25 $646,027 - $689,495	-2,894 Reduced 15.75%	15,476 $3.67 Million
Q1 2021 Apr 23, 2021	SELL	$203.74 - $225.89 $17 Million - $18.8 Million	-83,211 Reduced 81.92%	18,370 $3.8 Million
Q4 2020 Jan 11, 2021	BUY	$176.14 - $208.21 $199,390 - $235,693	1,132 Added 1.13%	101,581 $17.9 Million
Q3 2020 Nov 09, 2020	SELL	$164.39 - $185.0 $550,213 - $619,195	-3,347 Reduced 3.22%	100,449 $18 Million
Q2 2020 Jul 16, 2020	BUY	$124.34 - $175.42 $1.5 Million - $2.12 Million	12,100 Added 13.2%	103,796 $17.3 Million
Q1 2020 Apr 29, 2020	BUY	$112.37 - $186.27 $493,753 - $818,470	4,394 Added 5.03%	91,696 $12.3 Million
Q4 2019 Jan 28, 2020	BUY	$162.13 - $178.73 $732,503 - $807,502	4,518 Added 5.46%	87,302 $15.7 Million
Q3 2019 Nov 05, 2019	BUY	$166.82 - $169.81 $437,235 - $445,072	2,621 Added 3.27%	82,784 $13.8 Million
Q2 2019 Jul 16, 2019	BUY	N/A	5,295 Added 7.07%	80,163 $13.4 Million
Q1 2019 May 01, 2019	BUY	N/A	843 Added 1.14%	74,868 $12.2 Million
Q4 2018 Feb 01, 2019	SELL	N/A	-11,130 Reduced 13.07%	74,025 $10.2 Million
Q3 2018 Oct 22, 2018	BUY	N/A	2,410 Added 2.91%	85,155 $13 Million
Q2 2018 Jul 06, 2018	SELL	N/A	-608 Reduced 0.73%	82,745 $12.8 Million
Q1 2018 Apr 09, 2018	BUY	N/A	54,261 Added 186.52%	83,353 $12.9 Million
Q1 2018 Apr 06, 2018	SELL	N/A	-39,113 Reduced 57.35%	29,092 $4.49 Million
Q4 2017 Feb 05, 2018	BUY	N/A	5,997 Added 9.64%	68,205 $10.6 Million
Q3 2017 Nov 06, 2017	BUY	N/A	17,806 Added 40.1%	62,208 $9.15 Million
Q2 2017 Aug 14, 2017	BUY	N/A	44,402	44,402 $6.33 Million

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

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About VANGUARD MID-CAP ETF

Ticker VO
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Industry ETFs

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Summit Financial Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History