Heritage Wealth Advisors Vanguard Growth ETF Transaction History

Heritage Wealth Advisors

$2.03 Billion
Q2 2025

A detailed history of Heritage Wealth Advisors transactions in Vanguard Growth ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 805 shares of VUG stock, worth $388,050. This represents 0.02% of its overall portfolio holdings.

Number of Shares

805

Previous 1,166 30.96%

Holding current value

$388,050

Previous $432,000 18.52%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$329.49 - $438.4 $118,945 - $158,262	-361 Reduced 30.96%	805 $352,000
Q4 2024 Feb 11, 2025	SELL	$378.79 - $428.11 $217,804 - $246,163	-575 Reduced 33.03%	1,166 $478,000
Q3 2024 Nov 12, 2024	BUY	$341.08 - $391.94 $428,396 - $492,276	1,256 Added 258.97%	1,741 $668,000
Q2 2024 Aug 05, 2024	SELL	$322.46 - $377.11 $250,551 - $293,014	-777 Reduced 61.57%	485 $181,000
Q1 2024 Dec 12, 2024	BUY	$301.05 - $346.61 $82,487 - $94,971	274 Added 129.86%	485 $166,000
Q1 2024 May 08, 2024	SELL	$301.05 - $346.61 $4,515 - $5,199	-15 Reduced 1.17%	1,262 $434,000
Q4 2023 Dec 12, 2024	SELL	$261.54 - $312.16 $24,061 - $28,718	-92 Reduced 30.36%	211 $65,000
Q4 2023 Feb 09, 2024	BUY	$261.54 - $312.16 $254,739 - $304,043	974 Added 321.45%	1,277 $396,000
Q3 2023 Dec 12, 2024	SELL	$269.56 - $293.5 $387,627 - $422,053	-1,438 Reduced 82.6%	303 $82,000
Q3 2023 Nov 08, 2023	BUY	$269.56 - $293.5 $81,676 - $88,930	303 New	303 $82,000
Q4 2022 Dec 12, 2024	SELL	$208.44 - $233.81 $321,206 - $360,301	-1,541 Reduced 88.51%	200 $42,000
Q4 2022 Feb 06, 2023	BUY	$208.44 - $233.81 $41,688 - $46,762	200 New	200 $42,000

Others Institutions Holding VUG

# of Institutions

2,840

Shares Held

284M

Call Options Held

352K

Put Options Held

473K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Heritage Wealth Advisors Vanguard Growth ETF Transaction History