Summit Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History

Summit Wealth Partners, LLC

$541 Billion
Q4 2025

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 3,358 shares of VO stock, worth $963,510. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,358

Previous 3,625 7.37%

Holding current value

$963,510

Previous $1.06 Billion 8.49%

% of portfolio

0.18%

Previous 0.19%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	SELL	$286.27 - $296.23 $76,434 - $79,093	-267 Reduced 7.37%	3,358 $975 Million
Q3 2025 Oct 21, 2025	SELL	$279.83 - $293.74 $20,707 - $21,736	-74 Reduced 2.0%	3,625 $1.06 Billion
Q2 2025 Aug 11, 2025	SELL	$228.54 - $279.83 $18,283 - $22,386	-80 Reduced 2.12%	3,699 $1.04 Billion
Q1 2025 May 06, 2025	SELL	$251.87 - $277.95 $3,526 - $3,891	-14 Reduced 0.37%	3,779 $977 Million
Q4 2024 Jan 27, 2025	BUY	$261.5 - $284.63 $523 - $569	2 Added 0.05%	3,793 $1 Billion

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

2,525

Shares Held

221M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Summit Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History