A detailed history of Heritage Wealth Management, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,375 shares of VDC stock, worth $296,518. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,375
Previous 1,375 -0.0%
Holding current value
$296,518
Previous $280,000 0.36%
% of portfolio
0.16%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$175.13 - $191.99 $867,243 - $950,734
-4,952 Reduced 78.27%
1,375 $262,000
Q4 2022

Feb 13, 2023

BUY
$171.56 - $199.59 $450,859 - $524,522
2,628 Added 71.05%
6,327 $1.21 Million
Q3 2022

Nov 14, 2022

SELL
$171.79 - $199.02 $78,336 - $90,753
-456 Reduced 10.97%
3,699 $636,000
Q2 2022

Aug 15, 2022

SELL
$177.06 - $208.31 $103,403 - $121,653
-584 Reduced 12.32%
4,155 $0
Q1 2022

Aug 15, 2022

BUY
$185.1 - $200.92 $622,676 - $675,894
3,364 Added 244.65%
4,739 $928,000
Q1 2021

Jul 16, 2021

BUY
$165.49 - $180.21 $227,548 - $247,788
1,375 New
1,375 $245,000

Others Institutions Holding VDC

About VANGUARD CONSUMER STAPLES ETF


  • Ticker VDC
  • Sector ETFs
  • Industry ETFs
More about VDC
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