Heritage Wealth Advisors Vanguard Total World Stk Index Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Heritage Wealth Advisors holds 164,182 shares of VT stock, worth $19.9 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
164,182
Previous 188,312 12.81%
Holding current value
$19.9 Million
Previous $22.5 Million 14.43%
% of portfolio
0.99%
Previous 1.09%

Shares

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

Feb 11, 2025
SELL
$117.09 - $123.07 $2.83 Million - $2.97 Million
-24,130 Reduced 12.81%
164,182 $19.3 Million
Q3 2024

Nov 12, 2024
BUY
$107.72 - $119.96 $16,804 - $18,713
156 Added 0.08%
188,312 $22.5 Million
Q2 2024

Dec 12, 2024
BUY
$104.94 - $113.51 $24,031 - $25,993
229 Added 0.12%
188,156 $21.2 Million
Q2 2024

Aug 05, 2024
BUY
$104.94 - $113.51 $13.8 Million - $14.9 Million
131,595 Added 232.66%
188,156 $21.2 Million
Q1 2024

Dec 12, 2024
BUY
$100.68 - $110.5 $15,706 - $17,238
156 Added 0.08%
187,927 $20.8 Million
Q1 2024

May 08, 2024
SELL
$100.68 - $110.5 $13.2 Million - $14.5 Million
-131,192 Reduced 69.87%
56,561 $6.25 Million
Q4 2023

Dec 12, 2024
BUY
$88.97 - $103.1 $16.7 Million - $19.3 Million
187,566 Added 91495.61%
187,771 $19.3 Million
Q4 2023

Feb 09, 2024
BUY
$88.97 - $103.1 $16.7 Million - $19.3 Million
187,548 Added 91486.83%
187,753 $19.3 Million
Q2 2023

Dec 12, 2024
SELL
$91.33 - $98.06 $17.2 Million - $18.4 Million
-188,107 Reduced 99.89%
205 $19,000
Q3 2022

Dec 12, 2024
SELL
$78.88 - $94.48 $14.8 Million - $17.8 Million
-188,107 Reduced 99.89%
205 $16,000
Q2 2020

Jul 17, 2020
SELL
$60.03 - $78.43 $503,351 - $657,635
-8,385 Reduced 97.61%
205 $0
Q2 2020

Jul 17, 2020
BUY
$60.03 - $78.43 $503,351 - $657,635
8,385 Added 4090.24%
8,590 $15,000
Q3 2019

Oct 30, 2019
BUY
$74.55 - $76.17 $15,282 - $15,614
205 New
205 $15,000

Others Institutions Holding VT

# of Institutions
1,084
Shares Held
99.9M
Call Options Held
158K
Put Options Held
69.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email