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

Summit Wealth Group, LLC

$398 Million
Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 120,996 shares of VOO stock, worth $74.8 Million. This represents 18.62% of its overall portfolio holdings.

Number of Shares

120,996

Previous 122,743 1.42%

Holding current value

$74.8 Million

Previous $69.7 Million 6.27%

% of portfolio

18.62%

Previous 17.9%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$567.77 - $614.76 $991,894 - $1.07 Million	-1,747 Reduced 1.42%	120,996 $74.1 Million
Q2 2025 Aug 06, 2025	BUY	$456.74 - $568.03 $885,618 - $1.1 Million	1,939 Added 1.61%	122,743 $69.7 Million
Q1 2025 May 02, 2025	BUY	$507.05 - $563.67 $124,734 - $138,662	246 Added 0.2%	120,804 $62.1 Million
Q4 2024 Feb 04, 2025	BUY	$521.84 - $558.82 $721,182 - $772,289	1,382 Added 1.16%	120,558 $65 Million
Q3 2024 Nov 08, 2024	BUY	$475.2 - $527.7 $3.74 Million - $4.15 Million	7,870 Added 7.07%	119,176 $62.9 Million

Q2 2024 Jul 31, 2024	BUY	$455.1 - $504.28 $50.7 Million - $56.1 Million	111,306 New	111,306 $55.7 Million
Q2 2023 Jul 26, 2023	SELL	$371.44 - $407.28 $14.6 Billion - $16 Billion	-39,267,594 Reduced 99.73%	104,669 $42.6 Million
Q1 2023 May 10, 2023	BUY	$348.66 - $382.94 $13.7 Billion - $15.1 Billion	39,372,263 New	39,372,263 $105,000
Q1 2021 May 11, 2021	SELL	$339.03 - $365.24 $27.4 Million - $29.5 Million	-80,697 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$299.82 - $343.69 $35,078 - $40,211	117 Added 0.15%	80,697 $27.7 Million
Q3 2020 Nov 06, 2020	BUY	$285.37 - $328.74 $35,385 - $40,763	124 Added 0.15%	80,580 $24.8 Million
Q2 2020 Aug 06, 2020	BUY	$226.15 - $297.17 $765,970 - $1.01 Million	3,387 Added 4.39%	80,456 $22.8 Million
Q1 2020 May 12, 2020	BUY	$204.27 - $310.92 $1.41 Million - $2.15 Million	6,917 Added 9.86%	77,069 $18.3 Million
Q4 2019 Feb 10, 2020	BUY	$264.57 - $296.67 $18.6 Million - $20.8 Million	70,152 New	70,152 $20.8 Million

Others Institutions Holding VOO

# of Institutions

3,874

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Summit Wealth Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History