A detailed history of Summit Place Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 2,278 shares of VOO stock, worth $1.22 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
2,278
Previous 2,274 0.18%
Holding current value
$1.22 Million
Previous $1.14 Million 5.72%
% of portfolio
0.71%
Previous 0.7%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$475.2 - $527.7 $1,900 - $2,110
4 Added 0.18%
2,278 $1.2 Million
Q4 2023

Feb 07, 2024

BUY
$377.32 - $438.19 $7,923 - $9,201
21 Added 0.93%
2,274 $993,000
Q3 2023

Nov 08, 2023

SELL
$392.7 - $420.68 $10,210 - $10,937
-26 Reduced 1.14%
2,253 $884,000
Q2 2023

Aug 04, 2023

BUY
$371.44 - $407.28 $53,487 - $58,648
144 Added 6.74%
2,279 $928,000
Q1 2023

Apr 28, 2023

BUY
$348.66 - $382.94 $34,866 - $38,294
100 Added 4.91%
2,135 $802,000
Q3 2022

Oct 31, 2022

BUY
$328.3 - $395.04 $1,641 - $1,975
5 Added 0.25%
2,035 $668,000
Q4 2021

Jan 25, 2022

SELL
$394.21 - $439.01 $53,218 - $59,266
-135 Reduced 6.24%
2,030 $886,000
Q3 2021

Nov 05, 2021

SELL
$390.68 - $416.73 $83,996 - $89,596
-215 Reduced 9.03%
2,165 $854,000
Q2 2021

Jul 23, 2021

BUY
$368.16 - $394.32 $876,220 - $938,481
2,380 New
2,380 $937,000

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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