Summit Financial Wealth Advisors’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
Q4 | $3.44M | Sell |
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|
2025
Q3 | $3.57M | Buy |
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|
2025
Q2 | $2.12M | Buy |
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|
2025
Q1 | $246K | Sell |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $224K | Sell |
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $213K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $201K | Buy |
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