Heritage Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 603 shares of VOO stock, worth $329,020. This represents 0.37% of its overall portfolio holdings.

Number of Shares
603
Previous 594 1.52%
Holding current value
$329,020
Previous $297 Million 7.12%
% of portfolio
0.37%
Previous 0.43%

Shares

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

Oct 08, 2024
BUY
$475.2 - $527.7 $4,276 - $4,749
9 Added 1.52%
603 $318 Million
Q2 2024

Jul 05, 2024
BUY
$455.1 - $504.28 $18,204 - $20,171
40 Added 7.22%
594 $297 Million
Q4 2023

Jan 19, 2024
BUY
$377.32 - $438.19 $1,131 - $1,314
3 Added 0.54%
554 $242 Million
Q3 2023

Oct 18, 2023
BUY
$392.7 - $420.68 $18,064 - $19,351
46 Added 9.11%
551 $216 Million
Q2 2023

Aug 11, 2023
BUY
$371.44 - $407.28 $187,577 - $205,676
505 New
505 $205 Million

Others Institutions Holding VOO

# of Institutions
3,148
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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