Heritage Wealth Advisors Vanguard Small Cap ETF Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 788 shares of VB stock, worth $177,567. This represents 0.01% of its overall portfolio holdings.

Number of Shares
788
Previous 788 -0.0%
Holding current value
$177,567
Previous $186,000 1.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
SELL
$214.77 - $237.72 $429 - $475
-2 Reduced 0.25%
788 $186,000
Q2 2024

Aug 05, 2024
SELL
$210.76 - $226.94 $642,396 - $691,713
-3,048 Reduced 79.42%
790 $172,000
Q1 2024

Dec 12, 2024
SELL
$204.0 - $228.59 $672,792 - $753,889
-3,298 Reduced 80.68%
790 $180,000
Q1 2024

May 08, 2024
SELL
$204.0 - $228.59 $51,000 - $57,147
-250 Reduced 6.12%
3,838 $877,000
Q4 2023

Dec 12, 2024
BUY
$175.26 - $215.9 $350 - $431
2 Added 0.05%
4,088 $872,000
Q4 2023

Feb 09, 2024
BUY
$175.26 - $215.9 $350 - $431
2 Added 0.05%
4,088 $872,000
Q3 2023

Dec 12, 2024
SELL
$186.24 - $208.75 $74,868 - $83,917
-402 Reduced 8.96%
4,086 $772,000
Q3 2023

Nov 08, 2023
SELL
$186.24 - $208.75 $74,868 - $83,917
-402 Reduced 8.96%
4,086 $772,000
Q2 2023

Dec 12, 2024
BUY
$181.26 - $198.89 $670,662 - $735,893
3,700 Added 469.54%
4,488 $892,000
Q2 2023

Aug 09, 2023
BUY
$181.26 - $198.89 $72,866 - $79,953
402 Added 9.84%
4,488 $892,000
Q1 2023

May 04, 2023
SELL
$179.51 - $208.76 $5,385 - $6,262
-30 Reduced 0.73%
4,086 $774,000
Q4 2022

Dec 12, 2024
BUY
$172.82 - $196.57 $9,505 - $10,811
55 Added 1.35%
4,116 $755,000
Q4 2022

Feb 06, 2023
BUY
$172.82 - $196.57 $9,505 - $10,811
55 Added 1.35%
4,116 $755,000
Q3 2022

Dec 12, 2024
BUY
$170.45 - $206.62 $557,882 - $676,267
3,273 Added 415.36%
4,061 $694,000
Q1 2022

May 11, 2022
SELL
$198.73 - $227.97 $99,365 - $113,985
-500 Reduced 10.96%
4,061 $863,000
Q2 2021

Aug 09, 2021
BUY
$211.77 - $228.05 $488,765 - $526,339
2,308 Added 102.44%
4,561 $0
Q2 2020

Jul 17, 2020
BUY
$106.26 - $156.76 $172,885 - $255,048
1,627 Added 259.9%
2,253 $0
Q2 2020

Jul 17, 2020
SELL
$106.26 - $156.76 $172,885 - $255,048
-1,627 Reduced 72.21%
626 $328,000
Q4 2019

Feb 04, 2020
BUY
$149.04 - $166.74 $322,671 - $360,992
2,165 Added 2460.23%
2,253 $0
Q3 2019

Oct 30, 2019
SELL
$153.32 - $158.01 $12,265 - $12,640
-80 Reduced 47.62%
88 $13,000
Q2 2019

Aug 05, 2019
BUY
N/A
168 New
168 $0

Others Institutions Holding VB

# of Institutions
2,338
Shares Held
159M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

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  • Ticker VB
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More about VB
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