SWG
Summit Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.7M | Buy |
122,743
+1,939
| +2% | +$1.1M | 17.9% | 1 |
|
|
2025
Q1 | $62.1M | Buy |
120,804
+246
| +0.2% | +$126K | 18.15% | 1 |
|
|
2024
Q4 | $65M | Buy |
120,558
+1,382
| +1% | +$745K | 18.82% | 1 |
|
|
2024
Q3 | $62.9M | Buy |
119,176
+7,870
| +7% | +$4.15M | 18.14% | 1 |
|
|
2024
Q2 | $55.7M | Buy |
+111,306
| New | +$55.7M | 16.7% | 1 |
|
|
2023
Q3 | – | Sell |
-104,669
| Closed | -$42.6M | – | 74 |
|
|
2023
Q2 | $42.6M | Sell |
104,669
-39,267,594
| -100% | -$16B | 17.26% | 1 |
|
|
2023
Q1 | $105K | Buy |
+39,372,263
| New | +$105K | 2.51% | 6 |
|
|
2021
Q1 | – | Sell |
-80,697
| Closed | -$27.7M | – | 216 |
|
|
2020
Q4 | $27.7M | Buy |
80,697
+117
| +0.1% | +$40.2K | 17.4% | 1 |
|
|
2020
Q3 | $24.8M | Buy |
80,580
+124
| +0.2% | +$38.1K | 21.53% | 1 |
|
|
2020
Q2 | $22.8M | Buy |
80,456
+3,387
| +4% | +$960K | 20.85% | 1 |
|
|
2020
Q1 | $18.3M | Buy |
77,069
+6,917
| +10% | +$1.64M | 18.49% | 1 |
|
|
2019
Q4 | $20.8M | Buy |
+70,152
| New | +$20.8M | 19.58% | 1 |
|