Heritage Financial Services, LLC Vanguard Small Cap Value ETF Transaction History

Heritage Financial Services, LLC

  • $733 Million
  • Q4 2024

A detailed history of Heritage Financial Services, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,260 shares of VBR stock, worth $234,511. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,260
Holding current value
$234,511
% of portfolio
0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$197.36 - $217.3 $248,673 - $273,798
1,260 New
1,260 $249,000

Others Institutions Holding VBR

# of Institutions
1,708
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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