Heritage Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 7,105 shares of VOO stock, worth $3.82 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,105
Previous 55,501 87.2%
Holding current value
$3.82 Million
Previous $29.3 Million 86.93%
% of portfolio
0.2%
Previous 1.42%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$521.84 - $558.82 $25.3 Million - $27 Million
-48,396 Reduced 87.2%
7,105 $3.83 Million
Q3 2024

Nov 12, 2024
BUY
$475.2 - $527.7 $8.75 Million - $9.71 Million
18,403 Added 49.61%
55,501 $29.3 Million
Q2 2024

Dec 12, 2024
BUY
$455.1 - $504.28 $5,006 - $5,547
11 Added 0.03%
37,098 $18.6 Million
Q2 2024

Aug 05, 2024
BUY
$455.1 - $504.28 $16.6 Million - $18.4 Million
36,519 Added 6307.25%
37,098 $18.6 Million
Q1 2024

Dec 12, 2024
BUY
$429.43 - $481.35 $7,729 - $8,664
18 Added 0.05%
37,087 $17.8 Million
Q1 2024

May 08, 2024
SELL
$429.43 - $481.35 $15.7 Million - $17.6 Million
-36,490 Reduced 98.44%
579 $278,000
Q4 2023

Dec 12, 2024
BUY
$377.32 - $438.19 $13.8 Million - $16 Million
36,488 Added 6280.21%
37,069 $16.2 Million
Q4 2023

Feb 09, 2024
BUY
$377.32 - $438.19 $13.8 Million - $16 Million
36,488 Added 6280.21%
37,069 $16.2 Million
Q2 2023

Dec 12, 2024
SELL
$371.44 - $407.28 $20.4 Million - $22.4 Million
-54,920 Reduced 98.95%
581 $236,000
Q3 2022

Dec 12, 2024
SELL
$328.3 - $395.04 $18 Million - $21.7 Million
-54,920 Reduced 98.95%
581 $190,000
Q2 2021

Aug 09, 2021
SELL
$368.16 - $394.32 $23,930 - $25,630
-65 Reduced 10.06%
581 $228,000
Q2 2021

Jul 27, 2021
BUY
$368.16 - $394.32 $23,930 - $25,630
65 Added 11.19%
646 $222,000
Q1 2021

Apr 27, 2021
SELL
$339.03 - $365.24 $22,036 - $23,740
-65 Reduced 10.06%
581 $211,000
Q3 2020

Nov 03, 2020
SELL
$285.37 - $328.74 $19,975 - $23,011
-70 Reduced 9.78%
646 $198,000
Q2 2020

Jul 17, 2020
SELL
$226.15 - $297.17 $8.88 Million - $11.7 Million
-39,284 Reduced 98.21%
716 $202,000
Q2 2020

Jul 17, 2020
BUY
$226.15 - $297.17 $8.87 Million - $11.7 Million
39,208 Added 4950.51%
40,000 $202,000
Q4 2019

Feb 04, 2020
BUY
$264.57 - $296.67 $55,824 - $62,597
211 Added 36.32%
792 $234,000
Q2 2019

Aug 05, 2019
BUY
$252.12 - $271.73 $146,481 - $157,875
581 New
581 $0

Others Institutions Holding VOO

# of Institutions
3,517
Shares Held
476M
Call Options Held
2.36M
Put Options Held
2.13M
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 Advisors Portfolio

Follow Heritage Wealth Advisors 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 Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email