Summit Global Investments’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 | $4.56M | Buy |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $3.17M | Sell |
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|
2024
Q2 | $3.08M | Sell |
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|
2024
Q1 | $2.97M | Sell |
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|
2023
Q4 | $2.9M | Buy |
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $2.74M | Sell |
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|
2023
Q1 | $31.1M | Sell |
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|
2022
Q4 | $29.8M | Buy |
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|
2022
Q3 | $26.2M | Sell |
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|
2022
Q2 | $28M | Buy |
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|
2022
Q1 | $5.09M | Buy |
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|
2021
Q4 | $4.38M | Buy |
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|
2021
Q3 | $2.21M | Sell |
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|
2021
Q2 | $9.34M | Buy |
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|
2021
Q1 | $2.35M | Buy |
|