Heritage Wealth Management, LLC Vanguard Russell 1000 ETF Transaction History

Heritage Wealth Management, LLC

  • $200 Million
  • Q1 2024

A detailed history of Heritage Wealth Management, LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,002 shares of VONE stock, worth $248,786. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,002
Previous 1,002 -0.0%
Holding current value
$248,786
Previous $217,000 9.68%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Feb 06, 2024
SELL
$186.38 - $217.64 $186,752 - $218,075
-1,002 Reduced 50.0%
1,002 $217,000
Q4 2022

Feb 13, 2023
BUY
$168.88 - $185.74 $169,217 - $186,111
1,002 Added 100.0%
2,004 $349,000
Q2 2022

Aug 15, 2022
SELL
N/A
-62 Reduced 5.83%
1,002 $0
Q1 2022

Aug 15, 2022
BUY
N/A
62 Added 6.19%
1,064 $220,000
Q1 2021

Jul 16, 2021
BUY
N/A
1,002 New
1,002 $186,000

Others Institutions Holding VONE

# of Institutions
286
Shares Held
10.3M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD RUSSELL 1000 ETF

VONE Quotes by TradingView
  • Ticker VONE
  • Sector ETFs
  • Industry ETFs
More about VONE
Track This Portfolio

Track Heritage Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email