Summit Investment Advisory Services, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Summit Investment Advisory Services, LLC

$189 Billion
Q3 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 927 shares of VOO stock, worth $499,189. This represents 0.26% of its overall portfolio holdings.

Number of Shares

927

Previous 868 6.8%

Holding current value

$499,189

Previous $434 Million 12.67%

% of portfolio

0.26%

Previous 0.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$475.2 - $527.7 $28,036 - $31,134	59 Added 6.8%	927 $489 Million
Q2 2024 Jul 15, 2024	SELL	$455.1 - $504.28 $13,197 - $14,624	-29 Reduced 3.23%	868 $434 Million
Q1 2024 Apr 18, 2024	SELL	$429.43 - $481.35 $43,801 - $49,097	-102 Reduced 10.21%	897 $431 Million
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $2,641 - $3,067	7 Added 0.71%	999 $436 Million
Q3 2023 Oct 10, 2023	BUY	$392.7 - $420.68 $1,178 - $1,262	3 Added 0.3%	992 $390 Million
Q2 2023 Jul 26, 2023	SELL	$371.44 - $407.28 $25,257 - $27,695	-68 Reduced 6.43%	989 $403 Million
Q1 2023 Apr 17, 2023	BUY	$348.66 - $382.94 $1,045 - $1,148	3 Added 0.28%	1,057 $398 Million
Q4 2022 Feb 02, 2023	BUY	$327.64 - $374.54 $345,332 - $394,765	1,054 New	1,054 $370 Million

Others Institutions Holding VOO

# of Institutions

3,145

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Summit Investment Advisory Services, LLC Vanguard Index Fds S&P 500 ETF Transaction History