Heritage Wealth Advisors’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 | $20.8M | Sell |
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|
2025
Q1 | $18.9M | Buy |
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|
2024
Q4 | $3.83M | Sell |
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|
2024
Q3 | $29.3M | Buy |
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|
2024
Q2 | $18.6M | Buy |
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|
2024
Q1 | $17.8M | Buy |
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|
2023
Q4 | $16.2M | Buy |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $218K | Hold |
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|
2022
Q4 | $204K | Hold |
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|
2022
Q3 | $191K | Hold |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $241K | Hold |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $229K | Hold |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $212K | Sell |
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|
2020
Q4 | $222K | Hold |
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|
2020
Q3 | $199K | Sell |
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|
2020
Q2 | $203K | Sell |
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|
2020
Q1 | $188K | Hold |
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|
2019
Q4 | $234K | Buy |
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|
2019
Q3 | $158K | Hold |
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|
2019
Q2 | $156K | Buy |
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