Heritage Oak Wealth Advisors LLC Vanguard Value ETF Transaction History

Heritage Oak Wealth Advisors LLC

$271 Billion
Q4 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 1,190 shares of VTV stock, worth $222,708. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,190

Previous 1,083 9.88%

Holding current value

$222,708

Previous $202 Million 12.53%

% of portfolio

0.08%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$182.87 - $189.72 $19,567 - $20,300	107 Added 9.88%	1,190 $227 Million
Q3 2025 Oct 20, 2025	SELL	$175.51 - $186.57 $9,126 - $9,701	-52 Reduced 4.58%	1,083 $202 Million
Q2 2025 Jul 15, 2025	SELL	$153.67 - $176.74 $30,272 - $34,817	-197 Reduced 14.79%	1,135 $201 Million
Q1 2025 Apr 28, 2025	SELL	$167.73 - $179.21 $58,873 - $62,902	-351 Reduced 20.86%	1,332 $230 Million
Q4 2024 Feb 05, 2025	SELL	$168.32 - $181.87 $1.38 Million - $1.49 Million	-8,180 Reduced 82.94%	1,683 $285 Million

Q3 2024 Oct 23, 2024	BUY	$159.75 - $174.57 $1.23 Million - $1.35 Million	7,714 Added 358.96%	9,863 $1.72 Billion
Q2 2024 Aug 28, 2024	BUY	$154.57 - $163.65 $332,170 - $351,683	2,149 New	2,149 $345 Million

Others Institutions Holding VTV

# of Institutions

2,790

Shares Held

589M

Call Options Held

159K

Put Options Held

37K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Heritage Oak Wealth Advisors LLC Vanguard Value ETF Transaction History