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

Heritage Wealth Management, Inc. /Ca/

$141 Billion
Q3 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 1,474 shares of VOO stock, worth $818,733. This represents 0.55% of its overall portfolio holdings.

Number of Shares

1,474

Previous 905 62.87%

Holding current value

$818,733

Previous $453 Million 71.84%

% of portfolio

0.55%

Previous 0.33%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,155

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
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

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.

Account

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