SAM
Summit Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Hold |
1,683
| – | – | 0.16% | 70 |
|
|
2025
Q1 | $865K | Hold |
1,683
| – | – | 0.15% | 74 |
|
|
2024
Q4 | $907K | Buy |
1,683
+230
| +16% | +$124K | 0.16% | 71 |
|
|
2024
Q3 | $767K | Hold |
1,453
| – | – | 0.14% | 74 |
|
|
2024
Q2 | $727K | Hold |
1,453
| – | – | 0.15% | 73 |
|
|
2024
Q1 | $698K | Buy |
1,453
+40
| +3% | +$19.2K | 0.15% | 71 |
|
|
2023
Q4 | $617K | Sell |
1,413
-1,300
| -48% | -$568K | 0.15% | 72 |
|
|
2023
Q3 | $1.07M | Hold |
2,713
| – | – | 0.29% | 42 |
|
|
2023
Q2 | $1.1M | Buy |
+2,713
| New | +$1.1M | 0.29% | 44 |
|