Heritage Wealth Management, Inc. Vanguard Small Cap ETF Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 3,531 shares of VB stock, worth $882,079. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,531
Previous 3,816 7.47%
Holding current value
$882,079
Previous $904 Million 0.71%
% of portfolio
0.26%
Previous 0.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$237.58 - $259.17 $67,710 - $73,863
-285 Reduced 7.47%
3,531 $898 Million
Q2 2025

Aug 14, 2025
SELL
$193.73 - $237.37 $183,849 - $225,264
-949 Reduced 19.92%
3,816 $904 Million
Q1 2025

Apr 29, 2025
SELL
$217.89 - $252.64 $92,385 - $107,119
-424 Reduced 8.17%
4,765 $1.06 Billion
Q4 2024

Feb 05, 2025
BUY
$233.76 - $261.58 $30,622 - $34,266
131 Added 2.59%
5,189 $1.25 Billion
Q3 2024

Oct 31, 2024
SELL
$214.77 - $237.72 $69,800 - $77,259
-325 Reduced 6.04%
5,058 $1.2 Billion
Q2 2024

Sep 09, 2024
BUY
$210.76 - $226.94 $1.13 Million - $1.22 Million
5,383 New
5,383 $1.17 Billion

Others Institutions Holding VB

# of Institutions
2,482
Shares Held
164M
Call Options Held
68.3K
Put Options Held
25.4K
View Full List

About VANGUARD SMALL-CAP ETF

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