Summit Investment Advisory Services’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 | $493K | Sell |
868
-67
| -7% | -$38.1K | 0.42% | 39 |
|
|
2025
Q1 | $480K | Buy |
935
+3
| +0.3% | +$1.54K | 0.24% | 39 |
|
|
2024
Q4 | $502K | Buy |
932
+5
| +0.5% | +$2.69K | 0.26% | 40 |
|
|
2024
Q3 | $489K | Buy |
927
+59
| +7% | +$31.1K | 0.26% | 39 |
|
|
2024
Q2 | $434K | Sell |
868
-29
| -3% | -$14.5K | 0.51% | 33 |
|
|
2024
Q1 | $431K | Sell |
897
-102
| -10% | -$49K | 0.26% | 42 |
|
|
2023
Q4 | $436K | Buy |
999
+7
| +0.7% | +$3.06K | 0.27% | 40 |
|
|
2023
Q3 | $390K | Buy |
992
+3
| +0.3% | +$1.18K | 0.29% | 35 |
|
|
2023
Q2 | $403K | Sell |
989
-68
| -6% | -$27.7K | 0.27% | 37 |
|
|
2023
Q1 | $398K | Buy |
1,057
+3
| +0.3% | +$1.13K | 0.28% | 35 |
|
|
2022
Q4 | $370K | Buy |
+1,054
| New | +$370K | 0.45% | 33 |
|