Heritage Wealth Partners, LLC Vanguard Transaction History

Heritage Wealth Partners, LLC

$65.6 Billion
Q1 2025

A detailed history of Heritage Wealth Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 12,932 shares of VGSH stock, worth $759,367. This represents 1.16% of its overall portfolio holdings.

Number of Shares

12,932

Previous 13,117 1.41%

Holding current value

$759,367

Previous $763 Million 0.55%

% of portfolio

1.16%

Previous 0.96%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$58.07 - $58.69 $10,742 - $10,857	-185 Reduced 1.41%	12,932 $759 Million
Q4 2024 Jan 13, 2025	SELL	$58.02 - $58.88 $4,293 - $4,357	-74 Reduced 0.56%	13,117 $763 Million
Q3 2024 Oct 08, 2024	BUY	$57.74 - $59.13 $20,959 - $21,464	363 Added 2.83%	13,191 $779 Million
Q2 2024 Jul 05, 2024	SELL	$57.55 - $58.0 $263,406 - $265,466	-4,577 Reduced 26.3%	12,828 $744 Million
Q4 2023 Jan 19, 2024	SELL	$57.34 - $58.41 $10,665 - $10,864	-186 Reduced 1.06%	17,405 $1.02 Billion

Q3 2023 Oct 18, 2023	SELL	$57.47 - $57.91 $674,582 - $679,747	-11,738 Reduced 40.02%	17,591 $1.01 Billion
Q2 2023 Aug 11, 2023	BUY	$57.72 - $58.69 $1.69 Million - $1.72 Million	29,329 New	29,329 $1.69 Billion

Others Institutions Holding VGSH

# of Institutions

1,062

Shares Held

267M

Call Options Held

3.3K

Put Options Held

View Full List

About VANGUARD

Ticker VGSH
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Heritage Wealth Partners, LLC Vanguard Transaction History