Vanguard S&p 500 Etf idx shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners 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 Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $309k | 601 | 513.96 |
| 2024-12-31 | $329k | 610 | 538.67 |
| 2024-09-30 | $318k | 603 | 527.49 |
| 2024-06-30 | $297k | 594 | 499.87 |
| 2024-03-31 | $242k | 554 | 436.63 |
| 2023-12-31 | $242k | 554 | 436.63 |
| 2023-09-30 | $216k | 551 | 392.59 |
| 2023-06-30 | $206k | 505 | 406.92 |