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 $22.2 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
188,312
Previous 188,156 0.08%
Holding current value
$22.2 Million
Previous $21.2 Million 6.36%
% of portfolio
1.09%
Previous 0.98%

Shares

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

Dec 12, 2024
BUY
$104.94 - $113.51 $24,031 - $25,993
229 Added 0.12%
188,156 $21.2 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

Dec 12, 2024
BUY
$100.68 - $110.5 $15,706 - $17,238
156 Added 0.08%
187,927 $20.8 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

Dec 12, 2024
BUY
$88.97 - $103.1 $16.7 Million - $19.3 Million
187,566 Added 91495.61%
187,771 $19.3 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 2023

Dec 12, 2024
SELL
$91.33 - $98.06 $17.2 Million - $18.4 Million
-188,107 Reduced 99.89%
205 $19,000
Q3 2022

Dec 12, 2024
SELL
$78.88 - $94.48 $14.8 Million - $17.8 Million
-188,107 Reduced 99.89%
205 $16,000
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
1,001
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
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