Heritage Wealth Management, Inc. Vanguard Mid Cap ETF Transaction History

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 2025

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 5,386 shares of VO stock, worth $1.37 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
5,386
Previous 5,167 4.24%
Holding current value
$1.37 Million
Previous $1.36 Billion 2.06%
% of portfolio
0.47%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$251.87 - $277.95 $55,159 - $60,871
219 Added 4.24%
5,386 $1.39 Billion
Q4 2024

Feb 05, 2025
BUY
$261.5 - $284.63 $4,968 - $5,407
19 Added 0.37%
5,167 $1.36 Billion
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

# of Institutions
2,328
Shares Held
190M
Call Options Held
55.1K
Put Options Held
18K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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