Heritage Wealth Management (California)’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
2,285
-750
| -25% | -$426K | 0.87% | 30 |
|
|
2025
Q1 | $1.56M | Buy |
3,035
+92
| +3% | +$47.3K | 1.17% | 26 |
|
|
2024
Q4 | $1.59M | Buy |
2,943
+1,469
| +100% | +$792K | 1.14% | 23 |
|
|
2024
Q3 | $778K | Buy |
1,474
+569
| +63% | +$300K | 0.55% | 39 |
|
|
2024
Q2 | $453K | Hold |
905
| – | – | 0.33% | 45 |
|
|
2024
Q1 | $435K | Buy |
905
+417
| +85% | +$200K | 0.33% | 44 |
|
|
2023
Q4 | $213K | Buy |
+488
| New | +$213K | 0.17% | 65 |
|