Summit Wealth Group, LLC Vanguard Mid Cap ETF Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 1,106 shares of VO stock, worth $317,344. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,106
Previous 1,106 -0.0%
Holding current value
$317,344
Previous $309,000 4.85%
% of portfolio
0.08%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$228.54 - $279.83 $252,765 - $309,491
1,106 New
1,106 $309,000
Q1 2023

May 10, 2023
BUY
$200.2 - $225.98 $10.1 Million - $11.4 Million
50,410 New
50,410 $0

Others Institutions Holding VO

# of Institutions
2,507
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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