Heritage Wealth Management (California)’s Vanguard S&P 500 ETF VOO Stock Holding History

Heritage Wealth Management (California)’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Sell
2025 Q1	$1.56M	Buy
2024 Q4	$1.59M	Buy
2024 Q3	$778K	Buy
2024 Q2	$453K	Hold
2024 Q1	$435K	Buy
2023 Q4	$213K	Buy