Heritage Wealth Advisors Vanguard Mid Cap ETF Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 8,328 shares of VO stock, worth $2.24 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,328

Previous 7,433 12.04%

Holding current value

$2.24 Million

Previous $1.8 Million 22.12%

% of portfolio

0.11%

Previous 0.08%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$237.84 - $263.83 $212,866 - $236,127	895 Added 12.04%	8,328 $2.2 Million
Q2 2024 Aug 05, 2024	BUY	$234.99 - $248.98 $1.67 Million - $1.77 Million	7,104 Added 2159.27%	7,433 $1.8 Million
Q1 2024 Dec 12, 2024	BUY	$225.86 - $249.86 $1,581 - $1,749	7 Added 0.09%	7,433 $1.86 Million
Q1 2024 May 08, 2024	SELL	$225.86 - $249.86 $1.6 Million - $1.77 Million	-7,097 Reduced 95.57%	329 $82,000
Q4 2023 Dec 12, 2024	BUY	$195.66 - $233.95 $320,882 - $383,678	1,640 Added 28.34%	7,426 $1.73 Million
Q4 2023 Feb 09, 2024	BUY	$195.66 - $233.95 $320,882 - $383,678	1,640 Added 28.34%	7,426 $1.73 Million
Q3 2023 Dec 12, 2024	SELL	$206.6 - $228.23 $22,726 - $25,105	-110 Reduced 1.87%	5,786 $1.2 Million
Q3 2023 Nov 08, 2023	SELL	$206.6 - $228.23 $22,726 - $25,105	-110 Reduced 1.87%	5,786 $1.2 Million
Q2 2023 Dec 12, 2024	SELL	$203.43 - $220.16 $494,741 - $535,429	-2,432 Reduced 29.2%	5,896 $1.3 Million
Q2 2023 Aug 09, 2023	BUY	$203.43 - $220.16 $62,859 - $68,029	309 Added 5.53%	5,896 $1.3 Million
Q1 2023 May 04, 2023	BUY	$200.2 - $225.98 $31,631 - $35,704	158 Added 2.91%	5,587 $1.18 Million
Q4 2022 Dec 12, 2024	BUY	$186.57 - $217.26 $36,567 - $42,582	196 Added 3.75%	5,429 $1.11 Million
Q4 2022 Feb 06, 2023	BUY	$186.57 - $217.26 $36,567 - $42,582	196 Added 3.75%	5,429 $1.11 Million
Q3 2022 Dec 12, 2024	SELL	$187.98 - $227.42 $581,798 - $703,864	-3,095 Reduced 37.16%	5,233 $983,000
Q3 2022 Nov 10, 2022	BUY	$187.98 - $227.42 $187 - $227	1 Added 0.02%	5,233 $984,000
Q4 2021 Feb 02, 2022	BUY	$236.98 - $261.2 $236 - $261	1 Added 0.02%	5,232 $0
Q2 2021 Aug 09, 2021	BUY	$223.23 - $238.25 $420,342 - $448,624	1,883 Added 56.24%	5,231 $0
Q4 2020 Feb 01, 2021	BUY	$176.14 - $208.21 $1,232 - $1,457	7 Added 0.21%	3,348 $692,000
Q3 2020 Nov 03, 2020	BUY	$164.39 - $185.0 $493 - $555	3 Added 0.09%	3,341 $0
Q2 2020 Jul 17, 2020	BUY	$124.34 - $175.42 $175,195 - $247,166	1,409 Added 73.04%	3,338 $0
Q2 2020 Jul 17, 2020	SELL	$124.34 - $175.42 $130,308 - $183,840	-1,048 Reduced 35.2%	1,929 $547,000
Q1 2020 May 05, 2020	BUY	$112.37 - $186.27 $23,710 - $39,302	211 Added 7.63%	2,977 $0
Q4 2019 Feb 04, 2020	BUY	$162.13 - $178.73 $138,296 - $152,456	853 Added 44.59%	2,766 $0
Q3 2019 Oct 30, 2019	BUY	$166.82 - $169.81 $6,339 - $6,452	38 Added 2.03%	1,913 $320,000
Q2 2019 Aug 05, 2019	BUY	N/A	172 Added 10.1%	1,875 $0
Q1 2019 May 06, 2019	BUY	N/A	1 Added 0.06%	1,703 $0
Q4 2018 Jan 28, 2019	BUY	N/A	8 Added 0.47%	1,702 $235,000
Q2 2018 Jul 19, 2018	BUY	N/A	2 Added 0.12%	1,694 $268,000
Q1 2018 May 10, 2018	BUY	N/A	2 Added 0.12%	1,692 $261,000
Q4 2017 Feb 02, 2018	BUY	N/A	7 Added 0.42%	1,690 $261,000
Q3 2017 Nov 07, 2017	BUY	N/A	1,683	1,683 $247,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

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About VANGUARD MID-CAP ETF

Ticker VO
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Heritage Wealth Advisors Vanguard Mid Cap ETF Transaction History