Heritage Wealth Management, Inc. Vanguard Total Stock Market Et Transaction History

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 2024

A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 3,282 shares of VTI stock, worth $990,638. This represents 0.32% of its overall portfolio holdings.

Number of Shares
3,282
Previous 2,652 23.76%
Holding current value
$990,638
Previous $751 Million 26.67%
% of portfolio
0.32%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$280.04 - $302.45 $176,425 - $190,543
630 Added 23.76%
3,282 $951 Million
Q3 2024

Oct 31, 2024
SELL
$255.18 - $283.2 $79,105 - $87,792
-310 Reduced 10.47%
2,652 $751 Million
Q2 2024

Sep 09, 2024
BUY
$245.23 - $269.4 $726,371 - $797,962
2,962 New
2,962 $806 Million

Others Institutions Holding VTI

# of Institutions
3,326
Shares Held
459M
Call Options Held
1.46M
Put Options Held
730K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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