Heritage Wealth Advisors Vanguard Small Cap ETF Transaction History

Heritage Wealth Advisors

  • $2.72 Billion
  • Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 3,838 shares of VB stock, worth $871,993. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,838
Previous 4,088 6.12%
Holding current value
$871,993
Previous $872,000 0.57%
% of portfolio
0.03%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$204.0 - $228.59 $51,000 - $57,147
-250 Reduced 6.12%
3,838 $877,000
Q4 2023

Feb 09, 2024
BUY
$175.26 - $215.9 $350 - $431
2 Added 0.05%
4,088 $872,000
Q3 2023

Nov 08, 2023
SELL
$186.24 - $208.75 $74,868 - $83,917
-402 Reduced 8.96%
4,086 $772,000
Q2 2023

Aug 09, 2023
BUY
$181.26 - $198.89 $72,866 - $79,953
402 Added 9.84%
4,488 $892,000
Q1 2023

May 04, 2023
SELL
$179.51 - $208.76 $5,385 - $6,262
-30 Reduced 0.73%
4,086 $774,000
Q4 2022

Feb 06, 2023
BUY
$179.99 - $196.57 $9,899 - $10,811
55 Added 1.35%
4,116 $755,000
Q1 2022

May 11, 2022
SELL
N/A
-500 Reduced 10.96%
4,061 $863,000
Q2 2021

Aug 09, 2021
BUY
N/A
2,308 Added 102.44%
4,561 $0
Q2 2020

Jul 17, 2020
BUY
N/A
1,627 Added 259.9%
2,253 $0
Q2 2020

Jul 17, 2020
SELL
N/A
-1,627 Reduced 72.21%
626 $328,000
Q4 2019

Feb 04, 2020
BUY
N/A
2,165 Added 2460.23%
2,253 $0
Q3 2019

Oct 30, 2019
SELL
N/A
-80 Reduced 47.62%
88 $13,000
Q2 2019

Aug 05, 2019
BUY
N/A
168 New
168 $0

Others Institutions Holding VB

# of Institutions
1,972
Shares Held
144M
Call Options Held
176K
Put Options Held
32.7K
View Full List

About VANGUARD SMALL-CAP ETF

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