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

Heritage Wealth Management, Inc.

  • $305 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,140 shares of VOO stock, worth $2.8 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
5,140
Previous 10,072 48.97%
Holding current value
$2.8 Million
Previous $5.14 Billion 47.19%
% of portfolio
0.89%
Previous 1.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$475.2 - $527.7 $2.34 Million - $2.6 Million
-4,932 Reduced 48.97%
5,140 $2.71 Billion
Q2 2024

Sep 09, 2024
BUY
$455.1 - $504.28 $4.58 Million - $5.08 Million
10,072 New
10,072 $5.14 Billion

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

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