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

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

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 1,160 shares of VOO stock, worth $716,682. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,160

Previous 1,181 1.78%

Holding current value

$716,682

Previous $671 Million 5.91%

% of portfolio

0.13%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$567.77 - $614.76 $11,923 - $12,909	-21 Reduced 1.78%	1,160 $711 Million
Q2 2025 Aug 11, 2025	BUY	$456.74 - $568.03 $214,211 - $266,406	469 Added 65.87%	1,181 $671 Million
Q1 2025 May 06, 2025	BUY	$507.05 - $563.67 $32,451 - $36,074	64 Added 9.88%	712 $366 Million
Q4 2024 Jan 27, 2025	BUY	$521.84 - $558.82 $30,788 - $32,970	59 Added 10.02%	648 $349 Million
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

3,882

Shares Held

546M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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