Heritage Wealth Management, Inc. /Ca/ Vanguard Value ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $133 Billion
  • Q1 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard Value ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 4,719 shares of VTV stock, worth $785,619. This represents 0.61% of its overall portfolio holdings.

Number of Shares
4,719
Previous 4,949 4.65%
Holding current value
$785,619
Previous $838 Million 2.71%
% of portfolio
0.61%
Previous 0.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$167.73 - $179.21 $38,577 - $41,218
-230 Reduced 4.65%
4,719 $815 Million
Q4 2024

Feb 11, 2025
BUY
$168.32 - $181.87 $596,526 - $644,547
3,544 Added 252.24%
4,949 $838 Million
Q3 2024

Oct 18, 2024
SELL
$159.75 - $174.57 $11,182 - $12,219
-70 Reduced 4.75%
1,405 $245 Million
Q2 2024

Jul 25, 2024
SELL
$154.57 - $163.65 $69,401 - $73,478
-449 Reduced 23.34%
1,475 $237 Million
Q4 2023

Feb 14, 2024
BUY
$131.82 - $149.95 $253,621 - $288,503
1,924 New
1,924 $288 Million

Others Institutions Holding VTV

# of Institutions
2,574
Shares Held
546M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

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