Heritage Trust’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
Q2 | $5.27M | Hold |
|
|||||
|
2025
Q1 | $4.76M | Buy |
|
|||||
|
2024
Q4 | $4.97M | Buy |
|
|||||
|
2024
Q2 | $4.64M | Sell |
|
|||||
|
2024
Q1 | $4.51M | Sell |
|
|||||
|
2023
Q4 | $5.36M | Sell |
|
|||||
|
2023
Q3 | $6.36M | Hold |
|
|||||
|
2023
Q2 | $6.59M | Sell |
|
|||||
|
2023
Q1 | $6.1M | Hold |
|
|||||
|
2022
Q4 | $5.7M | Sell |
|
|||||
|
2022
Q3 | $7M | Hold |
|
|||||
|
2022
Q2 | $7.39M | Buy |
|
|||||
|
2022
Q1 | $290K | Hold |
|
|||||
|
2021
Q4 | $305K | Sell |
|
|||||
|
2021
Q3 | $276K | Buy |
|
|||||
|
2021
Q2 | $225K | Hold |
|
|||||
|
2021
Q1 | $208K | Sell |
|
|||||
|
2020
Q4 | $252K | Hold |
|
|||||
|
2020
Q3 | $226K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $109K | Hold |
|
|||||
|
2018
Q3 | $127K | Hold |
|
|||||
|
2018
Q2 | $118K | Buy |
|
|||||
|
2018
Q1 | $110K | Sell |
|
|||||
|
2017
Q4 | $127K | Hold |
|
|||||
|
2017
Q3 | $119K | Hold |
|
|||||
|
2017
Q2 | $115K | Sell |
|
|||||
|
2017
Q1 | $188K | Buy |
|