Summit X LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Summit X LLC’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	–	Sell	-3,700	Closed	-$2.1M	–	231
2025 Q2	$2.1M	Buy	3,700 +1,931	+109%	+$1.01M	0.39%	54
2025 Q1	$909K	Buy	1,769 +112	+7%	+$60.5K	0.19%	97
2024 Q4	$893K	Buy	1,657 +198	+14%	+$107K	0.2%	87
2024 Q3	$730K	Hold	1,459	–	–	0.18%	95
2024 Q2	$730K	Buy	1,459 +25	+2%	+$12K	0.16%	102
2024 Q1	$690K	Buy	1,434 +13	+0.9%	+$5.95K	0.18%	102
2023 Q4	$621K	Sell	1,421 -127	-8%	-$52K	0.18%	104
2023 Q3	$608K	Buy	+1,548	New	+$633K	0.19%	95
2021 Q4	–	Sell	-1,014	Closed	-$400K	–	271
2021 Q3	$400K	Buy	1,014 +24	+2%	+$9.74K	0.1%	196
2021 Q2	$390K	Buy	990 +25	+3%	+$9.6K	0.1%	195
2021 Q1	$351K	Buy	965 +265	+38%	+$94K	0.1%	203
2020 Q4	$240K	Buy	700 +23	+3%	+$7.5K	0.07%	222
2020 Q3	$1.23K	Buy	+677	New	+$206K	0.02%	224

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

California Public Employees Retirement System

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return