Summit Financial’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 | $78.5M | Buy |
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|
2025
Q1 | $49.7M | Buy |
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|
2024
Q4 | $45.8M | Buy |
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|
2024
Q3 | $41.6M | Buy |
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|
2024
Q2 | $24.9M | Buy |
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|
2024
Q1 | $19.4M | Buy |
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|
2023
Q4 | $16.5M | Buy |
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|
2023
Q3 | $14M | Sell |
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|
2023
Q2 | $18.3M | Sell |
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|
2023
Q1 | $17.4M | Sell |
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|
2022
Q4 | $16.7M | Sell |
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|
2022
Q3 | $32.3M | Sell |
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|
2022
Q2 | $34.7M | Buy |
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|
2022
Q1 | $40.9M | Sell |
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|
2021
Q4 | $46.8M | Buy |
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|
2021
Q3 | $40.5M | Buy |
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|
2021
Q2 | $29.8M | Buy |
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|
2021
Q1 | $3.19M | Buy |
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|
2020
Q4 | $2.31M | Buy |
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