Summit Wealth & Retirement Planning’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 | $4.28M | Buy |
7,539
+833
| +12% | +$473K | 1.15% | 19 |
|
|
2025
Q1 | $3.45M | Buy |
6,706
+5,891
| +723% | +$3.03M | 1.06% | 20 |
|
|
2024
Q4 | $439K | Buy |
+815
| New | +$439K | 0.14% | 48 |
|
|
2021
Q2 | – | Sell |
-3,222
| Closed | -$1.17M | – | 100 |
|
|
2021
Q1 | $1.17M | Buy |
3,222
+836
| +35% | +$305K | 0.44% | 40 |
|
|
2020
Q4 | $820K | Hold |
2,386
| – | – | 0.31% | 61 |
|
|
2020
Q3 | $734K | Buy |
2,386
+674
| +39% | +$207K | 0.32% | 56 |
|
|
2020
Q2 | $485K | Buy |
+1,712
| New | +$485K | 0.23% | 74 |
|