Heritage Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.65M | Buy |
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|
2025
Q2 | $2.28M | Buy |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $683K | Buy |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $574K | Buy |
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|
2022
Q3 | $222K | Sell |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $435K | Buy |
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|
2021
Q4 | $333K | Buy |
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