Heritage Wealth Advisors Vanguard Value ETF Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Value ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 19,605 shares of VTV stock, worth $3.14 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

19,605

Previous 58,465 66.47%

Holding current value

$3.14 Million

Previous $8.74 Million 63.48%

% of portfolio

0.12%

Previous 0.45%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$147.46 - $162.86 $5.73 Million - $6.33 Million	-38,860 Reduced 66.47%	19,605 $3.19 Million
Q4 2023 Feb 09, 2024	BUY	$131.82 - $149.95 $7.68 Million - $8.74 Million	58,260 Added 28419.51%	58,465 $8.74 Million
Q2 2023 Aug 09, 2023	SELL	$134.74 - $142.42 $2,964 - $3,133	-22 Reduced 9.69%	205 $29,000
Q1 2023 May 04, 2023	BUY	$132.13 - $144.96 $2,906 - $3,189	22 Added 10.73%	227 $31,000
Q1 2022 May 11, 2022	BUY	N/A	205 New	205 $30,000

Q2 2020 Jul 17, 2020	SELL	N/A	-1,493 Closed	0 $0
Q1 2020 May 05, 2020	SELL	N/A	-2,390 Reduced 61.55%	1,493 $0
Q4 2019 Feb 04, 2020	BUY	N/A	3,582 Added 1190.03%	3,883 $0
Q3 2019 Oct 30, 2019	BUY	N/A	215 Added 250.0%	301 $33,000
Q3 2018 Nov 14, 2018	BUY	N/A	86 New	86 $9,000

Others Institutions Holding VTV

# of Institutions

2,155

Shares Held

493M

Call Options Held

259K

Put Options Held

44.5K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Heritage Wealth Advisors Vanguard Value ETF Transaction History