A detailed history of Summit Asset Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Summit Asset Management, LLC holds 1,453 shares of VOO stock, worth $793,512. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,453
Previous 1,453 -0.0%
Holding current value
$793,512
Previous $726,000 5.51%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$429.43 - $481.35 $17,177 - $19,254
40 Added 2.83%
1,453 $698,000
Q4 2023

Feb 06, 2024

SELL
$377.32 - $438.19 $490,516 - $569,647
-1,300 Reduced 47.92%
1,413 $617,000
Q2 2023

Aug 07, 2023

BUY
$371.44 - $407.28 $1.01 Million - $1.1 Million
2,713 New
2,713 $1.1 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Summit Asset Management, LLC Portfolio

Follow Summit Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Summit Asset Management, LLC with notifications on news.