Heritage Wealth Advisors Vanguard Star Fd Vanguard Tota Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 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 3,562 shares of VXUS stock, worth $222,660. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,562
Previous 3,507 1.57%
Holding current value
$222,660
Previous $227,000 7.93%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$58.88 - $64.8 $3,238 - $3,564
55 Added 1.57%
3,562 $209,000
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
1,378
Shares Held
321M
Call Options Held
56.5K
Put Options Held
84.1K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

VXUS Quotes by TradingView
  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
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