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
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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 |
|---|---|---|---|
| 2025-09-30 | $2.3M | 3.8k | 612.36 |
| 2025-06-30 | $2.3M | 4.1k | 568.01 |
| 2025-03-31 | $2.0M | 4.0k | 513.90 |
| 2024-12-31 | $2.9M | 5.3k | 538.79 |
| 2024-09-30 | $2.7M | 5.1k | 527.64 |
| 2024-06-30 | $5.1M | 10k | 509.81 |
More positions owned by Heritage Wealth Management
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