Vanguard Mid-Cap ETF shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.2M | 13k | 242.09 |
| 2024-03-31 | $3.3M | 13k | 249.85 |
| 2023-12-31 | $3.1M | 13k | 232.64 |
| 2023-09-30 | $2.7M | 13k | 206.59 |
| 2023-06-30 | $3.0M | 14k | 220.16 |
| 2023-03-31 | $2.9M | 14k | 210.91 |
| 2022-12-31 | $2.8M | 14k | 203.81 |
| 2022-09-30 | $2.8M | 14k | 200.59 |
| 2022-06-30 | $3.0M | 14k | 207.18 |
| 2022-03-31 | $3.4M | 14k | 237.87 |
| 2021-12-31 | $3.7M | 15k | 253.17 |
| 2021-09-30 | $3.5M | 15k | 236.76 |
| 2021-06-30 | $3.7M | 16k | 237.34 |
| 2021-03-31 | $3.8M | 18k | 206.75 |
| 2020-12-31 | $18M | 102k | 176.26 |
| 2020-09-30 | $18M | 100k | 179.11 |
| 2020-06-30 | $17M | 104k | 166.28 |
| 2020-03-31 | $12M | 92k | 134.05 |
| 2019-12-31 | $16M | 87k | 179.47 |
| 2019-09-30 | $14M | 83k | 166.72 |
| 2019-06-30 | $13M | 80k | 167.16 |
| 2019-03-31 | $12M | 75k | 163.25 |
| 2018-12-31 | $10M | 74k | 138.18 |
| 2018-09-30 | $13M | 85k | 153.11 |
| 2018-06-30 | $13M | 83k | 154.21 |
| 2018-03-31 | $4.5M | 29k | 154.20 |
| 2017-12-31 | $11M | 68k | 154.78 |
| 2017-09-30 | $9.1M | 62k | 147.01 |
| 2017-06-30 | $6.3M | 44k | 142.52 |
| 2017-03-31 | $2.5M | 18k | 139.24 |
| 2016-12-31 | $1.5M | 12k | 131.60 |
| 2016-09-30 | $1.3M | 10k | 129.48 |
More positions owned by Summit Financial Wealth Advisors
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