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

Summit Investment Advisory Services, LLC

$85.1 Billion
Q2 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 868 shares of VOO stock, worth $452,957. This represents 0.51% of its overall portfolio holdings.

Number of Shares

868

Previous 897 3.23%

Holding current value

$452,957

Previous $431 Million 0.67%

% of portfolio

0.51%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,001

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

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 Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Investment Advisory Services, LLC with notifications on news.

Account

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