Summit Wealth Group, LLC VOO Holdings History
Summit Wealth Group, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Summit Wealth Group, LLC held 120,804.00 shares of Vanguard S&P 500 ETF(VOO), totaling $62.08 Mil. This investment constitutes 18.15% of their stock portfolio, and Summit Wealth Group, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q4. And since then Summit Wealth Group, LLC has made 9 purchases of VOO, at an average price of $364.15, for a total of 39.57 Mil shares. In addition, there have been 3 sales at an average price of $384.18 for 39.45 Mil shares. Based on historical transaction data and VOO's current price of $577.95, Summit Wealth Group, LLC's estimated gain on his VOO holdings is $816.17 Mil, reflecting a 5.66% gain to date.
Summit Wealth Group, LLC VOO ($577.95) Holding Chart
Summit Wealth Group, LLC VOO ($577.95) 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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