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

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 55,501 shares of VOO stock, worth $30.3 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

55,501

Previous 37,098 49.61%

Holding current value

$30.3 Million

Previous $18.6 Million 57.85%

% of portfolio

1.42%

Previous 0.86%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $8.75 Million - $9.71 Million	18,403 Added 49.61%	55,501 $29.3 Million
Q2 2024 Dec 12, 2024	BUY	$455.1 - $504.28 $5,006 - $5,547	11 Added 0.03%	37,098 $18.6 Million
Q2 2024 Aug 05, 2024	BUY	$455.1 - $504.28 $16.6 Million - $18.4 Million	36,519 Added 6307.25%	37,098 $18.6 Million
Q1 2024 Dec 12, 2024	BUY	$429.43 - $481.35 $7,729 - $8,664	18 Added 0.05%	37,087 $17.8 Million
Q1 2024 May 08, 2024	SELL	$429.43 - $481.35 $15.7 Million - $17.6 Million	-36,490 Reduced 98.44%	579 $278,000
Q4 2023 Dec 12, 2024	BUY	$377.32 - $438.19 $13.8 Million - $16 Million	36,488 Added 6280.21%	37,069 $16.2 Million
Q4 2023 Feb 09, 2024	BUY	$377.32 - $438.19 $13.8 Million - $16 Million	36,488 Added 6280.21%	37,069 $16.2 Million
Q2 2023 Dec 12, 2024	SELL	$371.44 - $407.28 $20.4 Million - $22.4 Million	-54,920 Reduced 98.95%	581 $236,000
Q3 2022 Dec 12, 2024	SELL	$328.3 - $395.04 $18 Million - $21.7 Million	-54,920 Reduced 98.95%	581 $190,000
Q2 2021 Aug 09, 2021	SELL	$368.16 - $394.32 $23,930 - $25,630	-65 Reduced 10.06%	581 $228,000
Q2 2021 Jul 27, 2021	BUY	$368.16 - $394.32 $23,930 - $25,630	65 Added 11.19%	646 $222,000
Q1 2021 Apr 27, 2021	SELL	$339.03 - $365.24 $22,036 - $23,740	-65 Reduced 10.06%	581 $211,000
Q3 2020 Nov 03, 2020	SELL	$285.37 - $328.74 $19,975 - $23,011	-70 Reduced 9.78%	646 $198,000
Q2 2020 Jul 17, 2020	SELL	$226.15 - $297.17 $8.88 Million - $11.7 Million	-39,284 Reduced 98.21%	716 $202,000
Q2 2020 Jul 17, 2020	BUY	$226.15 - $297.17 $8.87 Million - $11.7 Million	39,208 Added 4950.51%	40,000 $202,000
Q4 2019 Feb 04, 2020	BUY	$264.57 - $296.67 $55,824 - $62,597	211 Added 36.32%	792 $234,000
Q2 2019 Aug 05, 2019	BUY	$252.12 - $271.73 $146,481 - $157,875	581 New	581 $0

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Heritage Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History