Vanguard Mid-Cap ETF shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $905k | 3.7k | 242.07 |
| 2024-03-31 | $981k | 3.9k | 249.83 |
| 2023-12-31 | $931k | 4.0k | 232.65 |
| 2023-09-30 | $853k | 4.1k | 208.25 |
| 2023-06-30 | $901k | 4.1k | 220.16 |
| 2023-03-31 | $907k | 4.3k | 210.91 |
| 2022-12-31 | $849k | 4.2k | 203.79 |
| 2022-09-30 | $586k | 3.1k | 187.98 |
| 2022-06-30 | $603k | 3.1k | 196.97 |
| 2022-03-31 | $883k | 3.7k | 237.84 |
| 2021-12-31 | $896k | 3.5k | 254.77 |
| 2021-09-30 | $824k | 3.5k | 236.76 |
| 2021-06-30 | $818k | 3.4k | 237.35 |
| 2021-03-31 | $817k | 3.7k | 221.34 |
| 2020-12-31 | $772k | 3.7k | 206.77 |
| 2020-09-30 | $666k | 3.8k | 176.26 |
| 2020-06-30 | $596k | 3.6k | 163.91 |
| 2020-03-31 | $475k | 3.6k | 131.65 |