Heritage Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Heritage Wealth Partners’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 Q1	$309K	Sell
2024 Q4	$329K	Buy
2024 Q3	$318K	Buy
2024 Q2	$297K	Buy
2024 Q1	$242K	Hold
2023 Q4	$242K	Buy
2023 Q3	$216K	Buy
2023 Q2	$205K	Buy