Heritage Oak Wealth Advisors LLC Vanguard Value ETF Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 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 1,683 shares of VTV stock, worth $296,544. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,683
Previous 9,863 82.94%
Holding current value
$296,544
Previous $1.72 Billion 83.45%
% of portfolio
0.13%
Previous 0.79%

Shares

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

Feb 05, 2025
SELL
$168.32 - $181.87 $1.38 Million - $1.49 Million
-8,180 Reduced 82.94%
1,683 $285 Million
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
2,416
Shares Held
532M
Call Options Held
250K
Put Options Held
77.9K
View Full List

About VANGUARD VALUE ETF

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