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

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

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 13,104 shares of VO stock, worth $3.76 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
13,104
Previous 12,694 3.23%
Holding current value
$3.76 Million
Previous $3.55 Million 7.63%
% of portfolio
0.63%
Previous 0.66%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
BUY
$279.83 - $293.74 $114,730 - $120,433
410 Added 3.23%
13,104 $3.82 Million
Q2 2025

Sep 29, 2025
SELL
$228.54 - $279.83 $30,167 - $36,937
-132 Reduced 1.03%
12,694 $3.55 Million
Q1 2025

May 14, 2025
BUY
$251.87 - $277.95 $503 - $555
2 Added 0.02%
12,826 $3.32 Million
Q4 2024

Feb 13, 2025
SELL
$261.5 - $284.63 $53,869 - $58,633
-206 Reduced 1.58%
12,824 $3.39 Million
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
2,510
Shares Held
220M
Call Options Held
55K
Put Options Held
34.5K
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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