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

Heritage Wealth Management, Inc.

$309 Billion
Q2 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 3,816 shares of VB stock, worth $983,993. This represents 0.29% of its overall portfolio holdings.

Number of Shares

3,816

Previous 4,765 19.92%

Holding current value

$983,993

Previous $1.06 Billion 14.42%

% of portfolio

0.29%

Previous 0.36%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,405

Shares Held

167M

Call Options Held

73.6K

Put Options Held

16.3K

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About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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