HWA
Heritage Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Sell |
36,657
-67
| -0.2% | -$38.1K | 0.99% | 27 |
|
|
2025
Q1 | $18.9M | Buy |
36,724
+29,619
| +417% | +$15.2M | 0.96% | 27 |
|
|
2024
Q4 | $3.83M | Sell |
7,105
-48,396
| -87% | -$26.1M | 0.19% | 44 |
|
|
2024
Q3 | $29.3M | Buy |
55,501
+18,403
| +50% | +$9.71M | 1.37% | 27 |
|
|
2024
Q2 | $18.6M | Buy |
37,098
+11
| +0% | +$5.5K | 0.84% | 32 |
|
|
2024
Q1 | $17.8M | Buy |
37,087
+18
| +0% | +$8.65K | 0.81% | 31 |
|
|
2023
Q4 | $16.2M | Buy |
37,069
+36,488
| +6,280% | +$15.9M | 0.81% | 31 |
|
|
2023
Q3 | $228K | Hold |
581
| – | – | 0.01% | 188 |
|
|
2023
Q2 | $237K | Hold |
581
| – | – | 0.01% | 193 |
|
|
2023
Q1 | $218K | Hold |
581
| – | – | 0.01% | 194 |
|
|
2022
Q4 | $204K | Hold |
581
| – | – | 0.01% | 206 |
|
|
2022
Q3 | $191K | Hold |
581
| – | – | 0.01% | 200 |
|
|
2022
Q2 | $202K | Hold |
581
| – | – | 0.01% | 196 |
|
|
2022
Q1 | $241K | Hold |
581
| – | – | 0.01% | 183 |
|
|
2021
Q4 | $254K | Hold |
581
| – | – | 0.01% | 183 |
|
|
2021
Q3 | $229K | Hold |
581
| – | – | 0.01% | 187 |
|
|
2021
Q2 | $229K | Hold |
581
| – | – | 0.01% | 191 |
|
|
2021
Q1 | $212K | Sell |
581
-65
| -10% | -$23.7K | 0.01% | 202 |
|
|
2020
Q4 | $222K | Hold |
646
| – | – | 0.01% | 187 |
|
|
2020
Q3 | $199K | Sell |
646
-70
| -10% | -$21.5K | 0.03% | 150 |
|
|
2020
Q2 | $203K | Sell |
716
-76
| -10% | -$21.5K | 0.03% | 139 |
|
|
2020
Q1 | $188K | Hold |
792
| – | – | 0.03% | 134 |
|
|
2019
Q4 | $234K | Buy |
792
+211
| +36% | +$62.4K | 0.03% | 153 |
|
|
2019
Q3 | $158K | Hold |
581
| – | – | 0.02% | 175 |
|
|
2019
Q2 | $156K | Buy |
+581
| New | +$156K | 0.02% | 160 |
|