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 |
|---|---|---|---|
| 2022-12-31 | $1.2M | 3.5k | 351.39 |
| 2022-09-30 | $657k | 2.0k | 328.50 |
| 2022-06-30 | $510k | 1.5k | 346.88 |
| 2022-03-31 | $1.0M | 2.4k | 415.09 |
| 2021-06-30 | $146k | 370 | 394.59 |
| 2021-03-31 | $104k | 285 | 364.91 |
More positions owned by Heritage Wealth Management
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