Summit Wealth & Retirement Planning, Inc. Vanguard Mid Cap ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $389 Million
  • Q3 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 1,699 shares of VO stock, worth $487,494. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,699
Previous 1,699 -0.0%
Holding current value
$487,494
Previous $475,000 5.05%
% of portfolio
0.13%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023
SELL
$206.6 - $228.23 $4,338 - $4,792
-21 Reduced 1.22%
1,699 $353,000
Q2 2023

Jul 26, 2023
BUY
$203.43 - $220.16 $349,899 - $378,675
1,720 New
1,720 $378,000

Others Institutions Holding VO

# of Institutions
2,509
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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