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

Summit Wealth Partners, LLC

$487 Billion
Q4 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 648 shares of VOO stock, worth $343,122. This represents 0.07% of its overall portfolio holdings.

Number of Shares

648

Previous 589 10.02%

Holding current value

$343,122

Previous $311 Million 12.28%

% of portfolio

0.07%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,530

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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