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

Heritage Wealth Management, Inc.

  • $305 Billion
  • Q3 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 5,058 shares of VB stock, worth $1.28 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
5,058
Previous 5,383 6.04%
Holding current value
$1.28 Million
Previous $1.17 Billion 2.96%
% of portfolio
0.39%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,075
Shares Held
148M
Call Options Held
62.7K
Put Options Held
89.1K
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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