Heritage Wealth Advisors VOO Holdings History
Heritage Wealth Advisors's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Heritage Wealth Advisors held 36,724.00 shares of Vanguard S&P 500 ETF(VOO), totaling $18.87 Mil. This investment constitutes 0.96% of their stock portfolio, and Heritage Wealth Advisors now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2019Q2. And since then Heritage Wealth Advisors has made 7 purchases of VOO, at an average price of $474.98, for a total of 85,331.00 shares. In addition, there have been 4 sales at an average price of $540.92 for 48,607.00 shares. Based on historical transaction data and VOO's current price of $583.26, Heritage Wealth Advisors's estimated gain on his VOO holdings is $7.18 Mil, reflecting a 17.72% gain to date.
Heritage Wealth Advisors VOO ($583.26) Holding Chart
Heritage Wealth Advisors VOO ($583.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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