Summit Wealth & Retirement Planning’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.37M | Sell |
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|
2025
Q4 | $4.76M | Buy |
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|
2025
Q3 | $4.59M | Sell |
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|
2025
Q2 | $4.28M | Buy |
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|
2025
Q1 | $3.45M | Buy |
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|
2024
Q4 | $439K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $820K | Hold |
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|
2020
Q3 | $734K | Buy |
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|
2020
Q2 | $485K | Buy |
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