Heritage Wealth Management, Inc. /Ca/ Vanguard Index Fds S&P 500 ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

$139 Billion
Q4 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 2,943 shares of VOO stock, worth $1.5 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

2,943

Previous 1,474 99.66%

Holding current value

$1.5 Million

Previous $778 Million 103.9%

% of portfolio

1.14%

Previous 0.55%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$521.84 - $558.82 $766,582 - $820,906	1,469 Added 99.66%	2,943 $1.59 Billion
Q3 2024 Oct 18, 2024	BUY	$475.2 - $527.7 $270,388 - $300,261	569 Added 62.87%	1,474 $778 Million
Q1 2024 May 06, 2024	BUY	$429.43 - $481.35 $179,072 - $200,722	417 Added 85.45%	905 $435 Million
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $184,132 - $213,836	488 New	488 $213 Million

Others Institutions Holding VOO

# of Institutions

3,545

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Heritage Wealth Management, Inc. /Ca/ Vanguard Index Fds S&P 500 ETF Transaction History