Heritage Wealth Advisors Vanguard Total World Stk Index Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Heritage Wealth Advisors holds 188,312 shares of VT stock, worth $22.3 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

188,312

Previous 188,156 0.08%

Holding current value

$22.3 Million

Previous $21.2 Million 6.36%

% of portfolio

1.09%

Previous 0.98%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$107.72 - $119.96 $16,804 - $18,713	156 Added 0.08%	188,312 $22.5 Million
Q2 2024 Aug 05, 2024	BUY	$104.94 - $113.51 $13.8 Million - $14.9 Million	131,595 Added 232.66%	188,156 $21.2 Million
Q1 2024 May 08, 2024	SELL	$100.68 - $110.5 $13.2 Million - $14.5 Million	-131,192 Reduced 69.87%	56,561 $6.25 Million
Q4 2023 Feb 09, 2024	BUY	$88.97 - $103.1 $16.7 Million - $19.3 Million	187,548 Added 91486.83%	187,753 $19.3 Million
Q2 2020 Jul 17, 2020	SELL	$60.03 - $78.43 $503,351 - $657,635	-8,385 Reduced 97.61%	205 $0
Q2 2020 Jul 17, 2020	BUY	$60.03 - $78.43 $503,351 - $657,635	8,385 Added 4090.24%	8,590 $15,000
Q3 2019 Oct 30, 2019	BUY	$74.55 - $76.17 $15,282 - $15,614	205 New	205 $15,000

Others Institutions Holding VT

# of Institutions

998

Shares Held

88.1M

Call Options Held

149K

Put Options Held

44.9K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Heritage Wealth Advisors Vanguard Total World Stk Index Transaction History