Heritage Wealth Partners’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
Q1 | $309K | Sell |
601
-9
| -1% | -$4.63K | 0.47% | 40 |
|
|
2024
Q4 | $329K | Buy |
610
+7
| +1% | +$3.77K | 0.41% | 46 |
|
|
2024
Q3 | $318K | Buy |
603
+9
| +2% | +$4.75K | 0.37% | 48 |
|
|
2024
Q2 | $297K | Buy |
594
+40
| +7% | +$20K | 0.43% | 44 |
|
|
2024
Q1 | $242K | Hold |
554
| – | – | 0.49% | 36 |
|
|
2023
Q4 | $242K | Buy |
554
+3
| +0.5% | +$1.31K | 0.49% | 36 |
|
|
2023
Q3 | $216K | Buy |
551
+46
| +9% | +$18.1K | 0.46% | 37 |
|
|
2023
Q2 | $205K | Buy |
+505
| New | +$205K | 0.12% | 67 |
|