Vanguard S&p 500 Etf idx shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 2.3k | 538.81 |
| 2024-09-30 | $1.2M | 2.3k | 527.67 |
| 2024-06-30 | $1.1M | 2.3k | 500.22 |
| 2024-03-31 | $1.0M | 2.2k | 480.80 |
| 2023-12-31 | $542k | 1.2k | 436.74 |
| 2023-09-30 | $487k | 1.2k | 392.43 |
| 2023-06-30 | $505k | 1.2k | 406.93 |
| 2023-03-31 | $467k | 1.2k | 376.31 |
| 2022-12-31 | $436k | 1.2k | 351.33 |
| 2022-09-30 | $307k | 934 | 328.69 |
| 2022-06-30 | $224k | 646 | 346.75 |
| 2022-03-31 | $268k | 646 | 414.86 |
| 2021-12-31 | $282k | 646 | 436.53 |