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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$497K	Buy	869 +1	+0.1%	+$571	0.41%	40
2025 Q1	$446K	Hold	868	–	–	0.4%	41
2024 Q4	$487K	Buy	+868	New	+$487K	0.43%	33