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

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 589 shares of VOO stock, worth $314,979. This represents 0.06% of its overall portfolio holdings.

Number of Shares

589

Previous 588 0.17%

Holding current value

$314,979

Previous $294 Million 5.76%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$475.2 - $527.7 $475 - $527	1 Added 0.17%	589 $311 Million
Q2 2024 Sep 11, 2024	BUY	$455.1 - $504.28 $12,742 - $14,119	28 Added 5.0%	588 $294 Million
Q1 2024 Sep 11, 2024	BUY	$429.43 - $481.35 $1,288 - $1,444	3 Added 0.54%	560 $269 Million
Q4 2023 Sep 11, 2024	BUY	$377.32 - $438.19 $210,167 - $244,071	557 New	557 $243 Million
Q3 2020 Sep 10, 2024	SELL	$285.37 - $328.74 $16,551 - $19,066	-58 Reduced 6.85%	789 $243 Million
Q2 2020 Sep 10, 2024	BUY	$226.15 - $297.17 $191,549 - $251,702	847 New	847 $240 Million

Others Institutions Holding VOO

# of Institutions

3,050

Shares Held

383M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

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