Heritage Wealth Management, Inc. Vanguard Value ETF Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 1,415 shares of VTV stock, worth $264,817. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,415
Previous 1,434 1.32%
Holding current value
$264,817
Previous $253 Million 4.12%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$175.51 - $186.57 $3,334 - $3,544
-19 Reduced 1.32%
1,415 $264 Million
Q2 2025

Aug 14, 2025
SELL
$153.67 - $176.74 $13,061 - $15,022
-85 Reduced 5.6%
1,434 $253 Million
Q1 2025

Apr 29, 2025
BUY
$167.73 - $179.21 $254,781 - $272,219
1,519 New
1,519 $262 Million

Others Institutions Holding VTV

# of Institutions
2,753
Shares Held
586M
Call Options Held
159K
Put Options Held
34K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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