Heritage Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

A detailed history of Heritage Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 891 shares of VTI stock, worth $251,306. This represents 0.13% of its overall portfolio holdings.

Number of Shares

891

Previous 870 2.41%

Holding current value

$251,306

Previous $226,000 5.31%

% of portfolio

0.13%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$245.23 - $269.4 $5,149 - $5,657	21 Added 2.41%	891 $238,000
Q1 2024 Apr 25, 2024	BUY	$232.77 - $260.14 $202,509 - $226,321	870 New	870 $226,000
Q4 2022 Feb 13, 2023	BUY	$179.3 - $204.18 $2.87 Million - $3.26 Million	15,988 Added 65.03%	40,574 $7.76 Million
Q3 2022 Nov 14, 2022	SELL	$179.47 - $216.24 $835,253 - $1.01 Million	-4,654 Reduced 15.92%	24,586 $4.41 Million
Q2 2022 Aug 15, 2022	SELL	$183.02 - $230.52 $440,346 - $554,631	-2,406 Reduced 7.6%	29,240 $0
Q1 2022 Aug 15, 2022	BUY	$209.9 - $242.97 $6.53 Million - $7.55 Million	31,089 Added 5581.51%	31,646 $7.21 Million
Q3 2021 Nov 10, 2021	BUY	$219.23 - $234.37 $7,453 - $7,968	34 Added 6.5%	557 $124,000
Q2 2021 Aug 11, 2021	BUY	$209.28 - $222.82 $109,453 - $116,534	523 New	523 $117,000

Others Institutions Holding VTI

# of Institutions

2,929

Shares Held

463M

Call Options Held

647K

Put Options Held

424K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Heritage Wealth Management, LLC Vanguard Total Stock Market Et Transaction History