Summit Financial Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Summit Financial Wealth Advisors, LLC

$490 Million
Q4 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 547 shares of VOO stock, worth $264,693. This represents 0.06% of its overall portfolio holdings.

Number of Shares

547

Previous 424 29.01%

Holding current value

$264,693

Previous $223,000 31.84%

% of portfolio

0.06%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$521.84 - $558.82 $64,186 - $68,734	123 Added 29.01%	547 $294,000
Q3 2024 Nov 13, 2024	SELL	$475.2 - $527.7 $1,425 - $1,583	-3 Reduced 0.7%	424 $223,000
Q2 2024 Aug 12, 2024	SELL	$455.1 - $504.28 $6,826 - $7,564	-15 Reduced 3.39%	427 $213,000
Q1 2024 May 02, 2024	BUY	$429.43 - $481.35 $189,808 - $212,756	442 New	442 $212,000
Q4 2021 Jan 12, 2022	SELL	$394.21 - $439.01 $201,441 - $224,334	-511 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$368.16 - $394.32 $188,129 - $201,497	511 New	511 $201,000

Others Institutions Holding VOO

# of Institutions

3,561

Shares Held

477M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Summit Financial Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History