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

Heritage Wealth Partners, LLC

$65.6 Billion
Q1 2025

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 601 shares of VOO stock, worth $371,315. This represents 0.47% of its overall portfolio holdings.

Number of Shares

601

Previous 610 1.48%

Holding current value

$371,315

Previous $329 Million 6.0%

% of portfolio

0.47%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$507.05 - $563.67 $4,563 - $5,073	-9 Reduced 1.48%	601 $309 Million
Q4 2024 Jan 13, 2025	BUY	$521.84 - $558.82 $3,652 - $3,911	7 Added 1.16%	610 $329 Million
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

3,875

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
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Heritage Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History