Heritage Wealth Management, Inc. VITESSE ENERGY INCORPORATED COMMON STOCK Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025
Number of Shares
18,068
Previous 18,053 0.08%
Holding current value
$420 Million
Previous $399 Million 5.24%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 04, 2025
BUY
N/A
15 Added 0.08%
18,068 $420 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-1,486 Reduced 7.61%
18,053 $399 Million
Q1 2025

Apr 29, 2025
SELL
N/A
-337 Reduced 1.7%
19,539 $480 Million
Q4 2024

Feb 05, 2025
SELL
N/A
-988 Reduced 4.74%
19,876 $497 Million
Q3 2024

Oct 31, 2024
BUY
N/A
12 Added 0.06%
20,864 $501 Million
Q2 2024

Sep 09, 2024
BUY
N/A
20,852 New
20,852 $503 Million
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