Summit Wealth Group’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 | $69.7M | Buy |
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|
2025
Q1 | $62.1M | Buy |
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|
2024
Q4 | $65M | Buy |
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|
2024
Q3 | $62.9M | Buy |
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|
2024
Q2 | $55.7M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $42.6M | Sell |
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|
2023
Q1 | $105K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $27.7M | Buy |
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|
2020
Q3 | $24.8M | Buy |
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|
2020
Q2 | $22.8M | Buy |
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|
2020
Q1 | $18.3M | Buy |
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|
2019
Q4 | $20.8M | Buy |
|