Heritage Wealth Management, LLC Vanguard Extended Market ETF Transaction History

Heritage Wealth Management, LLC

  • $200 Million
  • Q1 2024

A detailed history of Heritage Wealth Management, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,818 shares of VXF stock, worth $305,769. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,818
Previous 1,818 -0.0%
Holding current value
$305,769
Previous $298,000 6.71%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Feb 06, 2024
SELL
$132.07 - $166.45 $240,103 - $302,606
-1,818 Reduced 50.0%
1,818 $298,000
Q4 2022

Feb 13, 2023
BUY
$129.87 - $143.4 $236,103 - $260,701
1,818 Added 100.0%
3,636 $483,000
Q3 2021

Nov 10, 2021
SELL
N/A
-176 Reduced 8.83%
1,818 $332,000
Q1 2021

Jul 16, 2021
BUY
N/A
1,994 New
1,994 $353,000

Others Institutions Holding VXF

# of Institutions
808
Shares Held
44M
Call Options Held
16.9K
Put Options Held
34.1K
View Full List

About VANGUARD EXTENDED MARKET ETF

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