Summit X LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $2.1M | Buy |
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|
2025
Q1 | $909K | Buy |
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|
2024
Q4 | $893K | Buy |
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|
2024
Q3 | $730K | Hold |
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|
2024
Q2 | $730K | Buy |
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|
2024
Q1 | $690K | Buy |
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|
2023
Q4 | $621K | Sell |
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|
2023
Q3 | $608K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $390K | Buy |
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|
2021
Q1 | $351K | Buy |
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|
2020
Q4 | $240K | Buy |
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|
2020
Q3 | $1.23K | Buy |
|