SFWA
Summit Financial Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $246K | Sell |
478
-69
| -13% | -$35.5K | 0.05% | 126 |
|
|
2024
Q4 | $301K | Buy |
547
+123
| +29% | +$67.6K | 0.06% | 118 |
|
|
2024
Q3 | $224K | Sell |
424
-3
| -0.7% | -$1.58K | 0.04% | 138 |
|
|
2024
Q2 | $214K | Sell |
427
-15
| -3% | -$7.5K | 0.04% | 134 |
|
|
2024
Q1 | $213K | Buy |
+442
| New | +$213K | 0.04% | 129 |
|
|
2021
Q4 | – | Sell |
-511
| Closed | -$202K | – | 144 |
|
|
2021
Q3 | $202K | Hold |
511
| – | – | 0.05% | 121 |
|
|
2021
Q2 | $201K | Buy |
+511
| New | +$201K | 0.05% | 121 |
|