Heritage Wealth Management, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 2,611 shares of VYM stock, worth $368,177. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,611
Previous 2,619 0.31%
Holding current value
$368,177
Previous $349 Million 5.41%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 04, 2025
SELL
$132.9 - $142.03 $1,063 - $1,136
-8 Reduced 0.31%
2,611 $368 Million
Q1 2025

Apr 29, 2025
BUY
$126.11 - $135.06 $16,772 - $17,962
133 Added 5.35%
2,619 $338 Million
Q4 2024

Feb 05, 2025
SELL
$126.68 - $134.74 $3,420 - $3,637
-27 Reduced 1.07%
2,486 $317 Million
Q2 2024

Sep 09, 2024
BUY
$114.71 - $121.51 $288,266 - $305,354
2,513 New
2,513 $298 Million

Others Institutions Holding VYM

# of Institutions
2,097
Shares Held
190M
Call Options Held
2.01M
Put Options Held
167K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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