Heritage Oak Wealth Advisors LLC Vanguard Value ETF Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 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 1,083 shares of VTV stock, worth $202,683. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,083
Previous 1,135 4.58%
Holding current value
$202,683
Previous $201 Million 0.68%
% of portfolio
0.07%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,753
Shares Held
586M
Call Options Held
159K
Put Options Held
38.8K
View Full List

About VANGUARD VALUE ETF

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