Heritage Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
2,330
+8
| +0.3% | +$1.51K | 0.02% | 144 |
|
|
2025
Q1 | $428K | Sell |
2,322
-1,070
| -32% | -$197K | 0.02% | 140 |
|
|
2024
Q4 | $626K | Buy |
3,392
+30
| +0.9% | +$5.54K | 0.03% | 118 |
|
|
2024
Q3 | $641K | Buy |
3,362
+16
| +0.5% | +$3.05K | 0.03% | 124 |
|
|
2024
Q2 | $588K | Hold |
3,346
| – | – | 0.03% | 126 |
|
|
2024
Q1 | $604K | Buy |
3,346
+12
| +0.4% | +$2.17K | 0.03% | 132 |
|
|
2023
Q4 | $560K | Buy |
3,334
+2,708
| +433% | +$455K | 0.03% | 137 |
|
|
2023
Q3 | $93.1K | Hold |
626
| – | – | 0.01% | 254 |
|
|
2023
Q2 | $97.5K | Hold |
626
| – | – | 0.01% | 258 |
|
|
2023
Q1 | $91.8K | Hold |
626
| – | – | 0.01% | 264 |
|
|
2022
Q4 | $87.7K | Hold |
626
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $77.7K | Hold |
626
| – | – | 0.01% | 266 |
|
|
2022
Q2 | $83K | Hold |
626
| – | – | 0.01% | 278 |
|
|
2022
Q1 | $94K | Hold |
626
| – | – | 0.01% | 258 |
|
|
2021
Q4 | $95K | Hold |
626
| – | – | 0.01% | 270 |
|
|
2021
Q3 | $88K | Hold |
626
| – | – | 0.01% | 264 |
|
|
2021
Q2 | $89.3K | Hold |
626
| – | – | 0.01% | 266 |
|
|
2021
Q1 | $85.6K | Hold |
626
| – | – | 0.01% | 277 |
|
|
2020
Q4 | $77K | Hold |
626
| – | – | ﹤0.01% | 282 |
|
|
2020
Q3 | $68.2K | Hold |
626
| – | – | 0.01% | 243 |
|
|
2020
Q2 | $65.4K | Hold |
626
| – | – | 0.01% | 239 |
|
|
2020
Q1 | $58.4K | Hold |
626
| – | – | 0.01% | 243 |
|
|
2019
Q4 | $78.6K | Hold |
626
| – | – | 0.01% | 261 |
|
|
2019
Q3 | $71K | Hold |
626
| – | – | 0.01% | 243 |
|
|
2019
Q2 | $70.4K | Buy |
+626
| New | +$70.4K | 0.01% | 224 |
|