Heritage Wealth Advisors Vanguard Total World Stk Index Transaction History

Heritage Wealth Advisors

  • $2.72 Billion
  • Q1 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 56,561 shares of VT stock, worth $6.49 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
56,561
Previous 187,753 69.87%
Holding current value
$6.49 Million
Previous $19.3 Million 67.65%
% of portfolio
0.23%
Previous 0.98%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-8,385 Reduced 97.61%
205 $0
Q2 2020

Jul 17, 2020
BUY
N/A
8,385 Added 4090.24%
8,590 $15,000
Q3 2019

Oct 30, 2019
BUY
N/A
205 New
205 $15,000

Others Institutions Holding VT

# of Institutions
931
Shares Held
86.2M
Call Options Held
203K
Put Options Held
44.2K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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