Vanguard S&p 500 Etf idx shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Vanguard S&p 500 Etf idx
Tip: Access up to 7 years of quarterly data
All positions including Vanguard S&p 500 Etf idx held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.0M | 10k | 392.69 |
| 2023-06-30 | $4.0M | 9.8k | 407.28 |
| 2023-03-31 | $3.7M | 9.8k | 376.07 |
| 2022-12-31 | $3.0M | 8.6k | 351.34 |
| 2022-09-30 | $2.4M | 7.4k | 328.36 |
| 2022-06-30 | $2.6M | 7.6k | 346.89 |
| 2022-03-31 | $3.6M | 8.7k | 415.14 |
| 2021-12-31 | $2.8M | 6.5k | 436.59 |
| 2021-09-30 | $2.5M | 6.4k | 394.40 |
| 2021-06-30 | $2.4M | 6.2k | 393.53 |
| 2020-12-31 | $2.0M | 5.8k | 343.74 |
| 2020-09-30 | $1.7M | 5.6k | 307.72 |
| 2020-06-30 | $1.7M | 5.8k | 283.46 |
| 2020-03-31 | $765k | 3.2k | 236.70 |
| 2019-12-31 | $586k | 2.0k | 295.66 |
| 2019-09-30 | $351k | 1.3k | 272.94 |
More positions owned by Summit Financial Strategies
View all positions for Summit Financial Strategies