Heritage Wealth Advisors Vanguard Mid Cap Value Index F Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,949 shares of VOE stock, worth $318,895. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,949

Previous 1,949 -0.0%

Holding current value

$318,895

Previous $293,000 11.26%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$146.82 - $155.77 $805,160 - $854,242	-5,484 Reduced 73.78%	1,949 $293,000
Q1 2024 May 08, 2024	BUY	$141.07 - $155.91 $773,627 - $855,010	5,484 Added 281.38%	7,433 $1.16 Million
Q2 2021 Aug 09, 2021	BUY	$136.19 - $145.71 $2,723 - $2,914	20 Added 1.04%	1,949 $0
Q2 2021 Jul 27, 2021	SELL	$136.19 - $145.71 $2,723 - $2,914	-20 Reduced 1.03%	1,929 $229,000
Q1 2021 Apr 27, 2021	BUY	$116.81 - $138.13 $2,336 - $2,762	20 Added 1.04%	1,949 $0
Q2 2020 Jul 17, 2020	SELL	$75.66 - $107.24 $28,448 - $40,322	-376 Reduced 16.31%	1,929 $0
Q2 2020 Jul 17, 2020	BUY	$75.66 - $107.24 $28,448 - $40,322	376 Added 19.49%	2,305 $184,000
Q2 2019 Aug 05, 2019	BUY	N/A	1,929 New	1,929 $0

Others Institutions Holding VOE

# of Institutions

1,107

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
Sector ETFs
Industry ETFs

More about VOE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Account

Heritage Wealth Advisors Vanguard Mid Cap Value Index F Transaction History