Summit Financial Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Summit Financial Wealth Advisors’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.57M	Buy
2025 Q2	$2.12M	Buy
2025 Q1	$246K	Sell
2024 Q4	$301K	Buy
2024 Q3	$224K	Sell
2024 Q2	$214K	Sell
2024 Q1	$213K	Buy
2021 Q4	–	Sell
2021 Q3	$202K	Hold
2021 Q2	$201K	Buy