Summit Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Summit Wealth Partners, LLC

  • $482 Billion
  • Q2 2024

A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 588 shares of VOO stock, worth $308,647. This represents 0.06% of its overall portfolio holdings.

Number of Shares
588
Previous 560 5.0%
Holding current value
$308,647
Previous $269 Million 9.25%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 11, 2024
BUY
$455.1 - $504.28 $12,742 - $14,119
28 Added 5.0%
588 $294 Million
Q1 2024

Sep 11, 2024
BUY
$429.43 - $481.35 $1,288 - $1,444
3 Added 0.54%
560 $269 Million
Q4 2023

Sep 11, 2024
BUY
$377.32 - $438.19 $210,167 - $244,071
557 New
557 $243 Million
Q3 2020

Sep 10, 2024
SELL
$285.37 - $328.74 $16,551 - $19,066
-58 Reduced 6.85%
789 $243 Million
Q2 2020

Sep 10, 2024
BUY
$226.15 - $297.17 $191,549 - $251,702
847 New
847 $240 Million

Others Institutions Holding VOO

# of Institutions
2,999
Shares Held
375M
Call Options Held
1.16M
Put Options Held
1.02M
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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