Vanguard S&p 500 Etf idx shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 3.7k | 436.80 |
| 2023-09-30 | $374k | 951 | 392.70 |
| 2023-06-30 | $683k | 1.7k | 407.28 |
| 2023-03-31 | $253k | 673 | 376.07 |
| 2022-12-31 | $574k | 1.6k | 351.34 |
| 2022-09-30 | $222k | 678 | 327.43 |
| 2022-06-30 | $300k | 867 | 346.02 |
| 2022-03-31 | $435k | 1.1k | 414.29 |
| 2021-12-31 | $333k | 765 | 435.29 |
More positions owned by Heritage Financial Services
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