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

Heritage Wealth Management, Inc. /Ca/

$133 Billion
Q1 2025

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 3,035 shares of VOO stock, worth $1.7 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

3,035

Previous 2,943 3.13%

Holding current value

$1.7 Million

Previous $1.59 Billion 1.65%

% of portfolio

1.17%

Previous 1.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$507.05 - $563.67 $46,648 - $51,857	92 Added 3.13%	3,035 $1.56 Billion
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

3,639

Shares Held

526M

Call Options Held

2.1M

Put Options Held

1.61M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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