HWMO
Heritage Wealth Management (Ohio)’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
4,098
+139
| +4% | +$79K | 0.75% | 29 |
|
|
2025
Q1 | $2.03M | Sell |
3,959
-1,356
| -26% | -$697K | 0.69% | 34 |
|
|
2024
Q4 | $2.86M | Buy |
5,315
+175
| +3% | +$94.3K | 0.95% | 18 |
|
|
2024
Q3 | $2.71M | Sell |
5,140
-4,932
| -49% | -$2.6M | 0.89% | 20 |
|
|
2024
Q2 | $5.14M | Buy |
+10,072
| New | +$5.14M | 1.72% | 8 |
|