Heritage Wealth Management, Inc. /Ca/ Vanguard Small Cap Growth ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 3,734 shares of VBK stock, worth $1.1 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
3,734
Previous 3,856 3.16%
Holding current value
$1.1 Million
Previous $965 Million 3.52%
% of portfolio
0.71%
Previous 0.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$240.48 - $267.94 $29,338 - $32,688
-122 Reduced 3.16%
3,734 $998 Million
Q2 2024

Jul 25, 2024
BUY
$237.63 - $258.31 $10,455 - $11,365
44 Added 1.15%
3,856 $965 Million
Q1 2024

May 06, 2024
SELL
$231.0 - $260.72 $121,737 - $137,399
-527 Reduced 12.15%
3,812 $994 Million
Q4 2023

Feb 14, 2024
BUY
$196.36 - $245.46 $852,006 - $1.07 Million
4,339 New
4,339 $1.05 Billion

Others Institutions Holding VBK

# of Institutions
1,161
Shares Held
43.5M
Call Options Held
39.5K
Put Options Held
27.3K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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