Summit Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,791 shares of VO stock, worth $1.04 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,791
Previous 3,740 1.36%
Holding current value
$1.04 Million
Previous $905 Million 10.47%
% of portfolio
0.19%
Previous 0.19%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$237.84 - $263.83 $12,129 - $13,455
51 Added 1.36%
3,791 $1 Billion
Q2 2024

Sep 11, 2024
SELL
$234.99 - $248.98 $43,708 - $46,310
-186 Reduced 4.74%
3,740 $905 Million
Q1 2024

Sep 11, 2024
SELL
$225.86 - $249.86 $17,391 - $19,239
-77 Reduced 1.92%
3,926 $981 Million
Q4 2023

Sep 11, 2024
SELL
$195.66 - $233.95 $18,196 - $21,757
-93 Reduced 2.27%
4,003 $931 Million
Q3 2023

Sep 11, 2024
BUY
$206.6 - $228.23 $826 - $912
4 Added 0.1%
4,096 $853 Million
Q2 2023

Sep 11, 2024
SELL
$203.43 - $220.16 $42,516 - $46,013
-209 Reduced 4.86%
4,092 $901 Million
Q1 2023

Sep 11, 2024
BUY
$200.2 - $225.98 $26,826 - $30,281
134 Added 3.22%
4,301 $907 Million
Q4 2022

Sep 11, 2024
BUY
$186.57 - $217.26 $196,271 - $228,557
1,052 Added 33.77%
4,167 $849 Million
Q3 2022

Sep 11, 2024
BUY
$187.98 - $227.42 $10,150 - $12,280
54 Added 1.76%
3,115 $586 Million
Q2 2022

Sep 11, 2024
SELL
$190.36 - $240.41 $123,734 - $156,266
-650 Reduced 17.52%
3,061 $603 Million
Q1 2022

Sep 11, 2024
BUY
$219.86 - $253.39 $43,092 - $49,664
196 Added 5.58%
3,711 $883 Million
Q4 2021

Sep 10, 2024
BUY
$236.98 - $261.2 $8,768 - $9,664
37 Added 1.06%
3,515 $896 Million
Q3 2021

Sep 10, 2024
BUY
$229.88 - $249.8 $7,586 - $8,243
33 Added 0.96%
3,478 $823 Million
Q2 2021

Sep 10, 2024
SELL
$223.23 - $238.25 $54,914 - $58,609
-246 Reduced 6.66%
3,445 $818 Million
Q1 2021

Sep 10, 2024
SELL
$203.74 - $225.89 $8,964 - $9,939
-44 Reduced 1.18%
3,691 $817 Million
Q4 2020

Sep 10, 2024
SELL
$176.14 - $208.21 $7,221 - $8,536
-41 Reduced 1.09%
3,735 $772 Million
Q3 2020

Sep 10, 2024
BUY
$164.39 - $185.0 $23,014 - $25,900
140 Added 3.85%
3,776 $666 Million
Q2 2020

Sep 10, 2024
BUY
$124.34 - $175.42 $3,978 - $5,613
32 Added 0.89%
3,636 $596 Million
Q1 2020

Sep 10, 2024
BUY
$112.37 - $186.27 $404,981 - $671,317
3,604 New
3,604 $474 Million

Others Institutions Holding VO

# of Institutions
2,089
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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