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 $804,980. This represents 0.55% of its overall portfolio holdings.

Number of Shares

1,474

Previous 905 62.87%

Holding current value

$804,980

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

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