Vanguard S&p 500 Etf idx shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning 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 & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 7.5k | 612.38 |
| 2025-06-30 | $4.3M | 7.5k | 568.03 |
| 2025-03-31 | $3.4M | 6.7k | 513.91 |
| 2024-12-31 | $439k | 815 | 538.81 |
| 2021-03-31 | $1.2M | 3.2k | 364.37 |
| 2020-12-31 | $820k | 2.4k | 343.67 |
| 2020-09-30 | $734k | 2.4k | 307.63 |
| 2020-06-30 | $485k | 1.7k | 283.29 |
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