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

Summit Wealth & Retirement Planning’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	$4.59M	Sell
2025 Q2	$4.28M	Buy
2025 Q1	$3.45M	Buy
2024 Q4	$439K	Buy
2021 Q2	–	Sell
2021 Q1	$1.17M	Buy
2020 Q4	$820K	Hold
2020 Q3	$734K	Buy
2020 Q2	$485K	Buy