Heritage Oak Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Heritage Oak Wealth Advisors LLC

  • $228 Billion
  • Q1 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 392 shares of VOO stock, worth $199,453. This represents 0.09% of its overall portfolio holdings.

Number of Shares
392
Holding current value
$199,453
% of portfolio
0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$507.05 - $563.67 $198,763 - $220,958
392 New
392 $201 Million
Q3 2024

Oct 23, 2024
BUY
$475.2 - $527.7 $1.06 Million - $1.18 Million
2,229 New
2,229 $1.18 Billion

Others Institutions Holding VOO

# of Institutions
3,631
Shares Held
524M
Call Options Held
2.1M
Put Options Held
1.61M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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