Summit Place Financial Advisors’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 | $1.49M | Sell |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.27M | Hold |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.14M | Hold |
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|
2024
Q1 | $1.09M | Hold |
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|
2023
Q4 | $993K | Buy |
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|
2023
Q3 | $885K | Sell |
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|
2023
Q2 | $928K | Buy |
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|
2023
Q1 | $803K | Buy |
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|
2022
Q4 | $715K | Hold |
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|
2022
Q3 | $668K | Buy |
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|
2022
Q2 | $704K | Hold |
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|
2022
Q1 | $843K | Hold |
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|
2021
Q4 | $886K | Sell |
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|
2021
Q3 | $854K | Sell |
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|
2021
Q2 | $937K | Sell |
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|
2021
Q1 | $878K | Hold |
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|
2020
Q4 | $828K | Sell |
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|
2020
Q3 | $742K | Buy |
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