Summit Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Summit Wealth Partners’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$711K	Sell
2025 Q2	$671K	Buy
2025 Q1	$366K	Buy
2024 Q4	$349K	Buy
2024 Q3	$311K	Buy
2024 Q2	$294K	Buy
2024 Q1	$269K	Buy
2023 Q4	$243K	Buy
2020 Q4	–	Sell
2020 Q3	$243K	Sell
2020 Q2	$240K	Buy