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

Summit Financial Strategies, Inc.

$836 Million
Q4 2024

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 11,910 shares of VOO stock, worth $6.66 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

11,910

Previous 12,158 2.04%

Holding current value

$6.66 Million

Previous $6.42 Million 0.03%

% of portfolio

0.77%

Previous 0.78%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,215

Shares Held

390M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Account

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