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

Summit Financial Strategies, Inc.

$998 Million
Q2 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 14,176 shares of VOO stock, worth $8.3 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

14,176

Previous 12,767 11.04%

Holding current value

$8.3 Million

Previous $6.56 Million 22.73%

% of portfolio

0.81%

Previous 0.72%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$456.74 - $568.03 $643,546 - $800,354	1,409 Added 11.04%	14,176 $8.05 Million
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

3,682

Shares Held

531M

Call Options Held

2.14M

Put Options Held

2.72M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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