Summit Financial Strategies, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 12,767 shares of VOO stock, worth $7 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
12,767
Previous 11,910 7.2%
Holding current value
$7 Million
Previous $6.42 Million 2.24%
% of portfolio
0.72%
Previous 0.77%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$507.05 - $563.67 $434,541 - $483,065
857 Added 7.2%
12,767 $6.56 Million
Q4 2024

Jan 22, 2025
SELL
$521.84 - $558.82 $129,416 - $138,587
-248 Reduced 2.04%
11,910 $6.42 Million
Q3 2024

Oct 16, 2024
BUY
$475.2 - $527.7 $169,171 - $187,861
356 Added 3.02%
12,158 $6.42 Million
Q2 2024

Jul 19, 2024
BUY
$455.1 - $504.28 $30,946 - $34,291
68 Added 0.58%
11,802 $5.9 Million
Q1 2024

May 09, 2024
BUY
$429.43 - $481.35 $355,568 - $398,557
828 Added 7.59%
11,734 $5.64 Million
Q4 2023

Feb 13, 2024
BUY
$377.32 - $438.19 $263,369 - $305,856
698 Added 6.84%
10,906 $4.76 Million
Q3 2023

Oct 24, 2023
BUY
$392.7 - $420.68 $162,577 - $174,161
414 Added 4.23%
10,208 $4.01 Million
Q2 2023

Jul 21, 2023
SELL
$371.44 - $407.28 $5,200 - $5,701
-14 Reduced 0.14%
9,794 $3.99 Million
Q1 2023

Apr 21, 2023
BUY
$348.66 - $382.94 $422,575 - $464,123
1,212 Added 14.1%
9,808 $3.69 Million
Q4 2022

Jan 20, 2023
BUY
$327.64 - $374.54 $399,720 - $456,938
1,220 Added 16.54%
8,596 $0
Q3 2022

Oct 21, 2022
SELL
$328.3 - $395.04 $81,746 - $98,364
-249 Reduced 3.27%
7,376 $2.42 Million
Q2 2022

Jul 25, 2022
SELL
$337.07 - $419.85 $351,226 - $437,483
-1,042 Reduced 12.02%
7,625 $2.65 Million
Q1 2022

May 04, 2022
BUY
$382.7 - $439.25 $821,274 - $942,630
2,146 Added 32.91%
8,667 $3.6 Million
Q4 2021

Feb 03, 2022
BUY
$394.21 - $439.01 $37,844 - $42,144
96 Added 1.49%
6,521 $2.85 Million
Q3 2021

Nov 10, 2021
BUY
$390.68 - $416.73 $82,824 - $88,346
212 Added 3.41%
6,425 $2.53 Million
Q2 2021

Aug 11, 2021
BUY
$368.16 - $394.32 $2.29 Million - $2.45 Million
6,213 New
6,213 $2.45 Million
Q1 2021

May 11, 2021
SELL
$339.03 - $365.24 $1.95 Million - $2.11 Million
-5,766 Closed
0 $0
Q4 2020

Feb 05, 2021
BUY
$299.82 - $343.69 $50,969 - $58,427
170 Added 3.04%
5,766 $1.98 Million
Q3 2020

Nov 16, 2020
SELL
$285.37 - $328.74 $68,203 - $78,568
-239 Reduced 4.1%
5,596 $1.72 Million
Q2 2020

Jul 31, 2020
BUY
$226.15 - $297.17 $588,668 - $773,533
2,603 Added 80.54%
5,835 $1.65 Million
Q1 2020

May 11, 2020
BUY
$204.27 - $310.92 $255,337 - $388,650
1,250 Added 63.07%
3,232 $765,000
Q4 2019

Feb 11, 2020
BUY
$264.57 - $296.67 $184,140 - $206,482
696 Added 54.12%
1,982 $586,000
Q3 2019

Nov 14, 2019
BUY
$260.57 - $277.38 $335,093 - $356,710
1,286 New
1,286 $351,000

Others Institutions Holding VOO

# of Institutions
3,636
Shares Held
526M
Call Options Held
2.1M
Put Options Held
1.61M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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