Heritage Wealth Advisors Vanguard Specialized Funds Van Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

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 $549,434. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,709
Previous 5,709 -0.0%
Holding current value
$549,434
Previous $478,000 16.32%
% of portfolio
0.03%
Previous 0.02%

Shares

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

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

Feb 06, 2023
BUY
$76.14 - $88.09 $10,126 - $11,715
133 Added 1.98%
6,842 $564,000
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
1,824
Shares Held
242M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email