SFS
Summit Financial Strategies’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 | $8.05M | Buy |
14,176
+1,409
| +11% | +$800K | 0.75% | 21 |
|
|
2025
Q1 | $6.56M | Buy |
12,767
+857
| +7% | +$440K | 0.66% | 21 |
|
|
2024
Q4 | $6.42M | Sell |
11,910
-248
| -2% | -$134K | 0.71% | 20 |
|
|
2024
Q3 | $6.42M | Buy |
12,158
+356
| +3% | +$188K | 0.72% | 19 |
|
|
2024
Q2 | $5.9M | Buy |
11,802
+68
| +0.6% | +$34K | 0.73% | 18 |
|
|
2024
Q1 | $5.64M | Buy |
11,734
+828
| +8% | +$398K | 0.79% | 18 |
|
|
2023
Q4 | $4.76M | Buy |
10,906
+698
| +7% | +$305K | 0.73% | 20 |
|
|
2023
Q3 | $4.01M | Buy |
10,208
+414
| +4% | +$163K | 0.76% | 19 |
|
|
2023
Q2 | $3.99M | Sell |
9,794
-14
| -0.1% | -$5.7K | 0.74% | 19 |
|
|
2023
Q1 | $3.69M | Buy |
9,808
+1,212
| +14% | +$456K | 0.73% | 19 |
|
|
2022
Q4 | $3.02M | Buy |
8,596
+1,220
| +17% | +$429K | 0.65% | 20 |
|
|
2022
Q3 | $2.42M | Sell |
7,376
-249
| -3% | -$81.8K | 0.58% | 20 |
|
|
2022
Q2 | $2.65M | Sell |
7,625
-1,042
| -12% | -$361K | 0.62% | 19 |
|
|
2022
Q1 | $3.6M | Buy |
8,667
+2,146
| +33% | +$891K | 0.72% | 16 |
|
|
2021
Q4 | $2.85M | Buy |
6,521
+96
| +1% | +$41.9K | 0.55% | 18 |
|
|
2021
Q3 | $2.53M | Buy |
6,425
+212
| +3% | +$83.6K | 0.48% | 17 |
|
|
2021
Q2 | $2.45M | Buy |
+6,213
| New | +$2.45M | 0.48% | 18 |
|
|
2021
Q1 | – | Sell |
-5,766
| Closed | -$1.98M | – | 78 |
|
|
2020
Q4 | $1.98M | Buy |
5,766
+170
| +3% | +$58.4K | 0.68% | 16 |
|
|
2020
Q3 | $1.72M | Sell |
5,596
-239
| -4% | -$73.5K | 0.7% | 17 |
|
|
2020
Q2 | $1.65M | Buy |
5,835
+2,603
| +81% | +$738K | 0.74% | 15 |
|
|
2020
Q1 | $765K | Buy |
3,232
+1,250
| +63% | +$296K | 0.41% | 20 |
|
|
2019
Q4 | $586K | Buy |
1,982
+696
| +54% | +$206K | 0.29% | 27 |
|
|
2019
Q3 | $351K | Buy |
+1,286
| New | +$351K | 0.17% | 38 |
|