Heritage Wealth Advisors Vanguard S&P 500 Value ETF Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 3,362 shares of VOOV stock, worth $638,141. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,362

Previous 3,346 0.48%

Holding current value

$638,141

Previous $588,000 9.01%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$175.0 - $190.72 $2,800 - $3,051	16 Added 0.48%	3,362 $641,000
Q2 2024 Aug 05, 2024	SELL	$170.84 - $180.49 $799 Million - $844 Million	-4,675,312 Reduced 99.93%	3,346 $588,000
Q1 2024 Dec 12, 2024	BUY	$165.39 - $180.47 $1,984 - $2,165	12 Added 0.36%	3,346 $603,000
Q1 2024 May 08, 2024	BUY	$165.39 - $180.47 $773 Million - $844 Million	4,675,324 Added 140231.67%	4,678,658 $844 Million
Q4 2023 Dec 12, 2024	BUY	$142.76 - $168.38 $386,594 - $455,973	2,708 Added 432.59%	3,334 $559,000
Q4 2023 Feb 09, 2024	BUY	$142.76 - $168.38 $386,594 - $455,973	2,708 Added 432.59%	3,334 $559,000
Q2 2023 Dec 12, 2024	SELL	$144.66 - $155.93 $395,789 - $426,624	-2,736 Reduced 81.38%	626 $97,000
Q3 2022 Dec 12, 2024	SELL	$124.14 - $145.84 $339,647 - $399,018	-2,736 Reduced 81.38%	626 $77,000
Q2 2020 Jul 17, 2020	SELL	$88.97 - $115.84 $541,204 - $704,654	-6,083 Reduced 90.67%	626 $0
Q2 2020 Jul 17, 2020	BUY	$88.97 - $115.84 $541,204 - $704,654	6,083 Added 971.73%	6,709 $65,000
Q2 2019 Aug 05, 2019	BUY	N/A	626 New	626 $0

Others Institutions Holding VOOV

# of Institutions

384

Shares Held

12.9M

Call Options Held

Put Options Held

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About VANGUARD S&P 500 VALUE ETF

Ticker VOOV
Sector ETFs
Industry ETFs

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Heritage Wealth Advisors Vanguard S&P 500 Value ETF Transaction History