Summit Investment Advisory Services, LLC Vanguard Mid Cap ETF Transaction History

Summit Investment Advisory Services, LLC

$204 Billion
Q1 2025

A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 3,597 shares of VO stock, worth $958,672. This represents 0.46% of its overall portfolio holdings.

Number of Shares

3,597

Previous 3,058 17.63%

Holding current value

$958,672

Previous $808 Million 15.18%

% of portfolio

0.46%

Previous 0.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$251.87 - $277.95 $135,757 - $149,815	539 Added 17.63%	3,597 $930 Million
Q4 2024 Jan 21, 2025	BUY	$261.5 - $284.63 $27,980 - $30,455	107 Added 3.63%	3,058 $808 Million
Q3 2024 Oct 16, 2024	BUY	$237.84 - $263.83 $701,865 - $778,562	2,951 New	2,951 $779 Million
Q1 2024 Apr 18, 2024	BUY	$225.86 - $249.86 $5,420 - $5,996	24 Added 0.82%	2,953 $738 Million
Q4 2023 Jan 18, 2024	SELL	$195.66 - $233.95 $41,088 - $49,129	-210 Reduced 6.69%	2,929 $681 Million
Q3 2023 Oct 10, 2023	BUY	$206.6 - $228.23 $2,479 - $2,738	12 Added 0.38%	3,139 $654 Million
Q2 2023 Jul 26, 2023	BUY	$203.43 - $220.16 $13,019 - $14,090	64 Added 2.09%	3,127 $688 Million
Q1 2023 Apr 17, 2023	BUY	$200.2 - $225.98 $600 - $677	3 Added 0.1%	3,063 $646 Million
Q4 2022 Feb 02, 2023	BUY	$186.57 - $217.26 $570,904 - $664,815	3,060 New	3,060 $624 Million

Others Institutions Holding VO

# of Institutions

2,350

Shares Held

195M

Call Options Held

69.3K

Put Options Held

25.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Summit Investment Advisory Services, LLC Vanguard Mid Cap ETF Transaction History