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

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 2024

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 5,189 shares of VB stock, worth $1.19 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
5,189
Previous 5,058 2.59%
Holding current value
$1.19 Million
Previous $1.2 Billion 3.92%
% of portfolio
0.41%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,331
Shares Held
160M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email