Vanguard S&p 500 Etf idx shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $711k | 1.2k | 612.53 |
| 2025-06-30 | $671k | 1.2k | 568.04 |
| 2025-03-31 | $366k | 712 | 513.92 |
| 2024-12-31 | $349k | 648 | 538.53 |
| 2024-09-30 | $311k | 589 | 527.66 |
| 2024-06-30 | $294k | 588 | 499.79 |
| 2024-03-31 | $269k | 560 | 480.36 |
| 2023-12-31 | $243k | 557 | 436.99 |
| 2020-09-30 | $243k | 789 | 307.65 |
| 2020-06-30 | $240k | 847 | 283.44 |