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

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 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 4,765 shares of VB stock, worth $1.09 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,765
Previous 5,189 8.17%
Holding current value
$1.09 Million
Previous $1.25 Billion 15.25%
% of portfolio
0.36%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,367
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
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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