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

Heritage Wealth Management (Ohio)’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	$2.33M	Buy
2025 Q1	$2.03M	Sell
2024 Q4	$2.86M	Buy
2024 Q3	$2.71M	Sell
2024 Q2	$5.14M	Buy