Heritage Wealth Advisors Vanguard Total Stock Market Et Transaction History

Heritage Wealth Advisors

  • $2.72 Billion
  • Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Heritage Wealth Advisors holds 223 shares of VTI stock, worth $60,682. This represents 0.0% of its overall portfolio holdings.

Number of Shares
223
Previous 5,430 95.89%
Holding current value
$60,682
Previous $1.29 Million 95.57%
% of portfolio
0.0%
Previous 0.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$232.77 - $260.14 $1.21 Million - $1.35 Million
-5,207 Reduced 95.89%
223 $57,000
Q4 2023

Feb 09, 2024
SELL
$203.12 - $238.25 $336,772 - $395,018
-1,658 Reduced 23.39%
5,430 $1.29 Million
Q3 2023

Nov 08, 2023
SELL
$211.41 - $228.35 $107,184 - $115,773
-507 Reduced 6.68%
7,088 $1.51 Million
Q2 2022

Aug 04, 2022
BUY
N/A
388 Added 5.38%
7,595 $1.43 Million
Q4 2021

Feb 02, 2022
SELL
N/A
-137 Reduced 1.87%
7,207 $0
Q3 2021

Nov 02, 2021
SELL
N/A
-45 Reduced 0.61%
7,344 $0
Q2 2021

Aug 09, 2021
SELL
N/A
-801 Reduced 9.78%
7,389 $0
Q2 2021

Jul 27, 2021
BUY
N/A
600 Added 7.91%
8,190 $1.59 Million
Q1 2021

Apr 27, 2021
SELL
N/A
-600 Reduced 7.33%
7,590 $0
Q4 2020

Feb 01, 2021
SELL
N/A
-400 Reduced 4.66%
8,190 $1.59 Million
Q2 2020

Jul 17, 2020
BUY
N/A
6,976 Added 432.22%
8,590 $0
Q2 2020

Jul 17, 2020
SELL
N/A
-7,166 Reduced 81.62%
1,614 $1.34 Million
Q1 2020

May 05, 2020
SELL
N/A
-820 Reduced 8.54%
8,780 $0
Q4 2019

Feb 04, 2020
BUY
N/A
447 Added 4.88%
9,600 $0
Q2 2019

Aug 05, 2019
BUY
N/A
963 Added 11.76%
9,153 $0
Q4 2017

Feb 02, 2018
BUY
N/A
8,190
8,190 $1.13 Million

Others Institutions Holding VTI

# of Institutions
2,849
Shares Held
456M
Call Options Held
824K
Put Options Held
449K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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