A detailed history of Heritage Wealth Management, Inc./Texas transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 126,272 shares of VNQ stock, worth $11.3 Million. This represents 7.13% of its overall portfolio holdings.

Number of Shares
126,272
Previous 125,440 0.66%
Holding current value
$11.3 Million
Previous $10.5 Billion 17.08%
% of portfolio
7.13%
Previous 6.55%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$82.97 - $98.97 $69,031 - $82,343
832 Added 0.66%
126,272 $12.3 Billion
Q2 2024

Jul 30, 2024

BUY
$78.61 - $85.97 $989,778 - $1.08 Million
12,591 Added 11.16%
125,440 $10.5 Billion
Q1 2024

Apr 25, 2024

BUY
$82.58 - $89.12 $155,167 - $167,456
1,879 Added 1.69%
112,849 $9.76 Billion
Q4 2023

Jan 24, 2024

SELL
$71.05 - $89.54 $74,815 - $94,285
-1,053 Reduced 0.94%
110,970 $9.81 Billion
Q3 2023

Nov 07, 2023

BUY
$75.44 - $86.89 $144,165 - $166,046
1,911 Added 1.74%
112,023 $8.48 Billion
Q2 2023

Aug 02, 2023

BUY
$78.4 - $83.98 $288,747 - $309,298
3,683 Added 3.46%
110,112 $9.2 Billion
Q1 2023

May 02, 2023

BUY
$77.59 - $93.7 $180,008 - $217,384
2,320 Added 2.23%
106,429 $8.84 Billion
Q4 2022

Feb 23, 2023

BUY
$76.14 - $88.09 $7.93 Million - $9.17 Million
104,109 New
104,109 $8.59 Billion

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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