Heritage Wealth Advisors Vanguard Specialized Funds Van Transaction History

Heritage Wealth Advisors

  • $2.72 Billion
  • Q1 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 3,346 shares of VNQ stock, worth $279,424. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,346
Previous 6,709 50.13%
Holding current value
$279,424
Previous $592,000 51.18%
% of portfolio
0.01%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$81.07 - $88.09 $10,782 - $11,715
133 Added 1.98%
6,842 $564,000
Q2 2022

Aug 04, 2022
SELL
N/A
-847 Reduced 11.21%
6,709 $611,000
Q4 2021

Feb 02, 2022
BUY
N/A
847 Added 12.62%
7,556 $0
Q3 2021

Nov 02, 2021
SELL
N/A
-365 Reduced 5.16%
6,709 $0
Q2 2021

Aug 09, 2021
BUY
N/A
365 Added 5.44%
7,074 $0
Q2 2020

Jul 17, 2020
BUY
N/A
6,613 Added 6888.54%
6,709 $0
Q2 2020

Jul 17, 2020
SELL
N/A
-6,613 Reduced 98.57%
96 $526,000
Q3 2019

Oct 30, 2019
BUY
N/A
6,709 New
6,709 $625,000

Others Institutions Holding VNQ

# of Institutions
1,752
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
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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