Heritage Wealth Advisors Vanguard Information Technolog Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Information Technolog stock. As of the latest transaction made, Heritage Wealth Advisors holds 938 shares of VGT stock, worth $583,042. This represents 0.03% of its overall portfolio holdings.

Number of Shares

938

Previous 938 -0.0%

Holding current value

$583,042

Previous $540,000 1.85%

% of portfolio

0.03%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$479.9 - $588.82 $209,236 - $256,725	436 Added 86.85%	938 $540,000
Q1 2024 May 08, 2024	BUY	$462.18 - $530.16 $144,200 - $165,409	312 Added 164.21%	502 $263,000
Q4 2022 Feb 06, 2023	SELL	$300.84 - $349.17 $7,821 - $9,078	-26 Reduced 12.04%	190 $60,000
Q2 2022 Aug 04, 2022	BUY	$315.97 - $423.43 $31,597 - $42,343	100 Added 86.21%	216 $71,000
Q1 2022 May 11, 2022	BUY	$366.81 - $462.0 $33,012 - $41,580	90 Added 346.15%	116 $48,000
Q3 2021 Nov 02, 2021	SELL	$397.41 - $429.35 $9,935 - $10,733	-25 Reduced 49.02%	26 $0
Q2 2020 Jul 17, 2020	SELL	$201.88 - $278.76 $859,403 - $1.19 Million	-4,257 Reduced 98.82%	51 $0
Q2 2020 Jul 17, 2020	BUY	$201.88 - $278.76 $859,403 - $1.19 Million	4,257 Added 8347.06%	4,308 $14,000
Q2 2019 Aug 05, 2019	BUY	N/A	51 New	51 $0

Others Institutions Holding VGT

# of Institutions

1,687

Shares Held

48.2M

Call Options Held

857K

Put Options Held

238K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Heritage Wealth Advisors Vanguard Information Technolog Transaction History