Heritage Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $626K | Buy |
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|
2024
Q3 | $641K | Buy |
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|
2024
Q2 | $588K | Hold |
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|
2024
Q1 | $604K | Buy |
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|
2023
Q4 | $560K | Buy |
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|
2023
Q3 | $93.1K | Hold |
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|
2023
Q2 | $97.5K | Hold |
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|
2023
Q1 | $91.8K | Hold |
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|
2022
Q4 | $87.7K | Hold |
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|
2022
Q3 | $77.7K | Hold |
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|
2022
Q2 | $83K | Hold |
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|
2022
Q1 | $94K | Hold |
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|
2021
Q4 | $95K | Hold |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $89.3K | Hold |
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|
2021
Q1 | $85.6K | Hold |
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|
2020
Q4 | $77K | Hold |
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|
2020
Q3 | $68.2K | Hold |
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|
2020
Q2 | $65.4K | Hold |
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|
2020
Q1 | $58.4K | Hold |
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|
2019
Q4 | $78.6K | Hold |
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|
2019
Q3 | $71K | Hold |
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|
2019
Q2 | $70.4K | Buy |
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