Vanguard S&p 500 Etf idx shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $242k | 554 | 436.63 |
2023-12-31 | $242k | 554 | 436.63 |
2023-09-30 | $216k | 551 | 392.59 |
2023-06-30 | $206k | 505 | 406.92 |