Summit Investment Advisory Services’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
Q3 | $583K | Buy |
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|
2025
Q2 | $518K | Sell |
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|
2025
Q1 | $480K | Buy |
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|
2024
Q4 | $502K | Buy |
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|
2024
Q3 | $489K | Buy |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $431K | Sell |
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|
2023
Q4 | $436K | Buy |
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|
2023
Q3 | $390K | Buy |
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|
2023
Q2 | $403K | Sell |
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|
2023
Q1 | $398K | Buy |
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|
2022
Q4 | $370K | Buy |
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