Heritage Wealth Advisors Vanguard Star Fd Vanguard Tota Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Heritage Wealth Advisors holds 3,507 shares of VXUS stock, worth $214,873. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,507
Previous 3,507 -0.0%
Holding current value
$214,873
Previous $211,000 7.58%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Dec 12, 2024
SELL
$57.86 - $62.21 $19,151 - $20,591
-331 Reduced 8.62%
3,507 $211,000
Q2 2024

Aug 05, 2024
SELL
$57.86 - $62.21 $132,267 - $142,212
-2,286 Reduced 39.46%
3,507 $211,000
Q1 2024

May 08, 2024
BUY
$55.74 - $60.35 $108,971 - $117,984
1,955 Added 50.94%
5,793 $349,000
Q2 2023

Dec 12, 2024
BUY
$54.28 - $57.76 $17,966 - $19,118
331 Added 9.44%
3,838 $215,000
Q3 2022

Dec 12, 2024
BUY
$45.75 - $54.53 $15,143 - $18,049
331 Added 9.44%
3,838 $175,000
Q3 2021

Nov 02, 2021
SELL
$63.26 - $67.0 $16,384 - $17,353
-259 Reduced 6.32%
3,838 $0
Q2 2021

Aug 09, 2021
BUY
$63.55 - $67.5 $167,962 - $178,402
2,643 Added 181.77%
4,097 $0
Q4 2020

Feb 01, 2021
SELL
$50.97 - $60.55 $8,155 - $9,688
-160 Reduced 9.91%
1,454 $87,000
Q2 2020

Jul 17, 2020
SELL
$40.36 - $51.42 $25,790 - $32,857
-639 Reduced 28.36%
1,614 $0
Q2 2020

Jul 17, 2020
SELL
$40.36 - $51.42 $115,066 - $146,598
-2,851 Reduced 55.86%
2,253 $79,000
Q1 2020

May 05, 2020
SELL
$36.75 - $56.64 $271,178 - $417,946
-7,379 Reduced 59.11%
5,104 $0
Q1 2019

May 06, 2019
SELL
N/A
-621 Reduced 4.74%
12,483 $0
Q4 2017

Feb 02, 2018
BUY
N/A
13,104
13,104 $744,000

Others Institutions Holding VXUS

# of Institutions
1,260
Shares Held
302M
Call Options Held
160K
Put Options Held
71.7K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

VXUS Quotes by TradingView
  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email