Heritage Wealth Advisors Vanguard Specialized Funds Van Transaction History

Heritage Wealth Advisors

  • $2.03 Billion
  • Q2 2025

A detailed history of Heritage Wealth Advisors transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Heritage Wealth Advisors holds 5,709 shares of VNQ stock, worth $517,007. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,709
Previous 5,709 -0.0%
Holding current value
$517,007
Previous $516,000 1.55%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Dec 12, 2024
SELL
$78.61 - $85.97 $78,610 - $85,970
-1,000 Reduced 14.91%
5,709 $478,000
Q2 2024

Aug 05, 2024
BUY
$78.61 - $85.97 $185,755 - $203,147
2,363 Added 70.62%
5,709 $478,000
Q1 2024

May 08, 2024
SELL
$82.58 - $89.12 $277,716 - $299,710
-3,363 Reduced 50.13%
3,346 $289,000
Q3 2023

Dec 12, 2024
SELL
$75.44 - $86.89 $150 - $173
-2 Reduced 0.03%
6,709 $507,000
Q3 2023

Nov 08, 2023
SELL
$75.44 - $86.89 $150 - $173
-2 Reduced 0.03%
6,709 $507,000
Q2 2023

Dec 12, 2024
BUY
$78.4 - $83.98 $78,556 - $84,147
1,002 Added 17.55%
6,711 $560,000
Q2 2023

Aug 09, 2023
BUY
$78.4 - $83.98 $156 - $167
2 Added 0.03%
6,711 $560,000
Q1 2023

May 04, 2023
SELL
$77.59 - $93.7 $10,319 - $12,462
-133 Reduced 1.94%
6,709 $557,000
Q4 2022

Dec 12, 2024
BUY
$76.14 - $88.09 $10,126 - $11,715
133 Added 1.98%
6,842 $564,000
Q4 2022

Feb 06, 2023
BUY
$76.14 - $88.09 $10,126 - $11,715
133 Added 1.98%
6,842 $564,000
Q3 2022

Dec 12, 2024
BUY
$79.28 - $102.13 $79,280 - $102,130
1,000 Added 17.52%
6,709 $537,000
Q2 2022

Aug 04, 2022
SELL
$87.04 - $112.5 $73,722 - $95,287
-847 Reduced 11.21%
6,709 $611,000
Q4 2021

Feb 02, 2022
BUY
$102.53 - $116.01 $86,842 - $98,260
847 Added 12.62%
7,556 $0
Q3 2021

Nov 02, 2021
SELL
$101.78 - $110.92 $37,149 - $40,485
-365 Reduced 5.16%
6,709 $0
Q2 2021

Aug 09, 2021
BUY
$93.53 - $105.5 $34,138 - $38,507
365 Added 5.44%
7,074 $0
Q2 2020

Jul 17, 2020
BUY
$64.53 - $86.79 $426,736 - $573,942
6,613 Added 6888.54%
6,709 $0
Q2 2020

Jul 17, 2020
SELL
$64.53 - $86.79 $426,736 - $573,942
-6,613 Reduced 98.57%
96 $526,000
Q3 2019

Oct 30, 2019
BUY
$91.64 - $93.61 $614,812 - $628,029
6,709 New
6,709 $625,000

Others Institutions Holding VNQ

# of Institutions
1,914
Shares Held
252M
Call Options Held
926K
Put Options Held
1.38M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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