Summit Wealth & Retirement Planning, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

$389 Million
Q3 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 7,488 shares of VOO stock, worth $4.63 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

7,488

Previous 7,539 0.68%

Holding current value

$4.63 Million

Previous $4.28 Million 7.08%

% of portfolio

1.18%

Previous 1.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$567.77 - $614.76 $28,956 - $31,352	-51 Reduced 0.68%	7,488 $4.59 Million
Q2 2025 Aug 06, 2025	BUY	$456.74 - $568.03 $380,464 - $473,168	833 Added 12.42%	7,539 $4.28 Million
Q1 2025 May 05, 2025	BUY	$507.05 - $563.67 $2.99 Million - $3.32 Million	5,891 Added 722.82%	6,706 $3.45 Million
Q4 2024 Jan 28, 2025	BUY	$521.84 - $558.82 $425,299 - $455,438	815 New	815 $439,000
Q2 2021 Aug 13, 2021	SELL	$368.16 - $394.32 $1.19 Million - $1.27 Million	-3,222 Closed	0 $0

Q1 2021 May 10, 2021	BUY	$339.03 - $365.24 $283,429 - $305,340	836 Added 35.04%	3,222 $1.17 Million
Q3 2020 Nov 10, 2020	BUY	$285.37 - $328.74 $192,339 - $221,570	674 Added 39.37%	2,386 $734,000
Q2 2020 Aug 13, 2020	BUY	$226.15 - $297.17 $387,168 - $508,755	1,712 New	1,712 $485,000

Others Institutions Holding VOO

# of Institutions

3,872

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Summit Wealth & Retirement Planning, Inc. Vanguard Index Fds S&P 500 ETF Transaction History