A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,148 shares of VO stock, worth $1.46 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
5,148
Previous 5,659 9.03%
Holding current value
$1.46 Million
Previous $1.37 Billion 0.69%
% of portfolio
0.45%
Previous 0.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$237.84 - $263.83 $121,536 - $134,817
-511 Reduced 9.03%
5,148 $1.36 Billion
Q2 2024

Sep 09, 2024

BUY
$234.99 - $248.98 $1.33 Million - $1.41 Million
5,659 New
5,659 $1.37 Billion

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.