Heritage Wealth Management, Inc. /Ca/ Vanguard Value ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

$149 Billion
Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard Value ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 9,292 shares of VTV stock, worth $1.74 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

9,292

Previous 9,043 2.75%

Holding current value

$1.74 Million

Previous $1.6 Billion 8.42%

% of portfolio

1.16%

Previous 1.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$175.51 - $186.57 $43,701 - $46,455	249 Added 2.75%	9,292 $1.73 Billion
Q2 2025 Jul 28, 2025	BUY	$153.67 - $176.74 $664,469 - $764,223	4,324 Added 91.63%	9,043 $1.6 Billion
Q1 2025 Apr 30, 2025	SELL	$167.73 - $179.21 $38,577 - $41,218	-230 Reduced 4.65%	4,719 $815 Million
Q4 2024 Feb 11, 2025	BUY	$168.32 - $181.87 $596,526 - $644,547	3,544 Added 252.24%	4,949 $838 Million
Q3 2024 Oct 18, 2024	SELL	$159.75 - $174.57 $11,182 - $12,219	-70 Reduced 4.75%	1,405 $245 Million

Q2 2024 Jul 25, 2024	SELL	$154.57 - $163.65 $69,401 - $73,478	-449 Reduced 23.34%	1,475 $237 Million
Q4 2023 Feb 14, 2024	BUY	$131.82 - $149.95 $253,621 - $288,503	1,924 New	1,924 $288 Million

Others Institutions Holding VTV

# of Institutions

2,760

Shares Held

586M

Call Options Held

159K

Put Options Held

38.8K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Heritage Wealth Management, Inc. /Ca/ Vanguard Value ETF Transaction History