Heritage Wealth Management, Inc. /Ca/ Vanguard Small Cap Value ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $139 Billion
  • Q4 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 1,376 shares of VBR stock, worth $272,021. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,376
Holding current value
$272,021
% of portfolio
0.2%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$197.36 - $217.3 $271,567 - $299,004
1,376 New
1,376 $273 Million

Others Institutions Holding VBR

# of Institutions
1,695
Shares Held
100M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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