Heritage Oak Wealth Advisors LLC Vanguard Value ETF Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 9,863 shares of VTV stock, worth $1.76 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
9,863
Previous 2,149 358.96%
Holding current value
$1.76 Million
Previous $345 Million 399.47%
% of portfolio
0.79%
Previous 0.17%

Shares

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

Oct 23, 2024
BUY
$159.75 - $174.57 $1.23 Million - $1.35 Million
7,714 Added 358.96%
9,863 $1.72 Billion
Q2 2024

Aug 28, 2024
BUY
$154.57 - $163.65 $332,170 - $351,683
2,149 New
2,149 $345 Million

Others Institutions Holding VTV

# of Institutions
2,248
Shares Held
528M
Call Options Held
142K
Put Options Held
224K
View Full List

About VANGUARD VALUE ETF

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