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

Heritage Wealth Management, Inc. /Ca/

  • $132 Billion
  • Q1 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 905 shares of VOO stock, worth $456,599. This represents 0.33% of its overall portfolio holdings.

Number of Shares
905
Previous 488 85.45%
Holding current value
$456,599
Previous $213 Million 104.09%
% of portfolio
0.33%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,884
Shares Held
360M
Call Options Held
2.32M
Put Options Held
2.09M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email