Summit Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$956K Hold
2025
Q1
$865K Hold
2024
Q4
$907K Buy
2024
Q3
$767K Hold
2024
Q2
$727K Hold
2024
Q1
$698K Buy
2023
Q4
$617K Sell
2023
Q3
$1.07M Hold
2023
Q2
$1.1M Buy