Summit Wealth Partners’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 | $671K | Buy |
1,181
+469
| +66% | +$266K | 0.13% | 110 |
|
|
2025
Q1 | $366K | Buy |
712
+64
| +10% | +$32.9K | 0.07% | 152 |
|
|
2024
Q4 | $349K | Buy |
648
+59
| +10% | +$31.8K | 0.07% | 153 |
|
|
2024
Q3 | $311K | Buy |
589
+1
| +0.2% | +$528 | 0.06% | 188 |
|
|
2024
Q2 | $294K | Buy |
588
+28
| +5% | +$14K | 0.06% | 184 |
|
|
2024
Q1 | $269K | Buy |
560
+3
| +0.5% | +$1.44K | 0.06% | 190 |
|
|
2023
Q4 | $243K | Buy |
+557
| New | +$243K | 0.06% | 188 |
|
|
2020
Q4 | – | Sell |
-789
| Closed | -$243K | – | 159 |
|
|
2020
Q3 | $243K | Sell |
789
-58
| -7% | -$17.8K | 0.07% | 133 |
|
|
2020
Q2 | $240K | Buy |
+847
| New | +$240K | 0.08% | 128 |
|