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Vanguard S&p 500 Etf idx shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 5.1k 527.64
2024-06-30 $5.1M 10k 509.81