SUMMIT WEALTH & RETIREMENT PLANNING, INC. VOO Holdings History
SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 6,706.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.45 Mil. This investment constitutes 1.06% of their stock portfolio, and SUMMIT WEALTH & RETIREMENT PLANNING, INC. now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q2. And since then SUMMIT WEALTH & RETIREMENT PLANNING, INC. has made 5 purchases of VOO, at an average price of $461.99, for a total of 9,928.00 shares. In addition, there have been 1 sales at an average price of $382.30 for 3,222.00 shares. Based on historical transaction data and VOO's current price of $573.22, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his VOO holdings is $489,119.50, reflecting a 10.66% gain to date.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. VOO ($573.22) Holding Chart
SUMMIT WEALTH & RETIREMENT PLANNING, INC. VOO ($573.22) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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