Heritage Wealth Management, LLC Vanguard Growth ETF Transaction History

Heritage Wealth Management, LLC

  • $200 Million
  • Q1 2024

A detailed history of Heritage Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 623 shares of VUG stock, worth $236,708. This represents 0.11% of its overall portfolio holdings.

Number of Shares
623
Previous 681 8.52%
Holding current value
$236,708
Previous $211,000 1.42%
% of portfolio
0.11%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$301.05 - $346.61 $17,460 - $20,103
-58 Reduced 8.52%
623 $214,000
Q4 2023

Feb 06, 2024
SELL
$261.54 - $312.16 $290,832 - $347,121
-1,112 Reduced 62.02%
681 $211,000
Q4 2022

Feb 13, 2023
BUY
$208.44 - $233.81 $184,469 - $206,921
885 Added 97.47%
1,793 $382,000
Q3 2022

Nov 14, 2022
SELL
N/A
-57 Reduced 5.91%
908 $194,000
Q2 2022

Aug 15, 2022
SELL
N/A
-80 Reduced 7.66%
965 $0
Q1 2022

Aug 15, 2022
SELL
N/A
-17 Reduced 1.6%
1,045 $301,000
Q3 2021

Nov 10, 2021
SELL
N/A
-21 Reduced 1.94%
1,062 $308,000
Q2 2021

Aug 11, 2021
SELL
N/A
-104 Reduced 8.76%
1,083 $311,000
Q1 2021

Jul 16, 2021
BUY
N/A
1,187 New
1,187 $305,000

Others Institutions Holding VUG

# of Institutions
2,193
Shares Held
221M
Call Options Held
174K
Put Options Held
57.1K
View Full List

About VANGUARD GROWTH ETF

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