Heritage Wealth Management, Inc./Texas Vanguard Specialized Funds Van Transaction History

Heritage Wealth Management, Inc./Texas

$154 Billion
Q1 2024

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 112,849 shares of VNQ stock, worth $10.1 Million. This represents 6.34% of its overall portfolio holdings.

Number of Shares

112,849

Previous 110,970 1.69%

Holding current value

$10.1 Million

Previous $9.81 Billion 0.47%

% of portfolio

6.34%

Previous 6.91%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$81.07 - $88.09 $8.44 Million - $9.17 Million	104,109 New	104,109 $8.59 Billion

Others Institutions Holding VNQ

# of Institutions

1,745

Shares Held

246M

Call Options Held

2.87M

Put Options Held

2.64M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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Heritage Wealth Management, Inc./Texas Vanguard Specialized Funds Van Transaction History