Heritage Wealth Advisors Vanguard Growth ETF Transaction History

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Growth ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,166 shares of VUG stock, worth $473,081. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,166

Previous 1,741 33.03%

Holding current value

$473,081

Previous $668,000 28.44%

% of portfolio

0.02%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$378.79 - $428.11 $217,804 - $246,163	-575 Reduced 33.03%	1,166 $478,000
Q3 2024 Nov 12, 2024	BUY	$341.08 - $391.94 $428,396 - $492,276	1,256 Added 258.97%	1,741 $668,000
Q2 2024 Aug 05, 2024	SELL	$322.46 - $377.11 $250,551 - $293,014	-777 Reduced 61.57%	485 $181,000
Q1 2024 Dec 12, 2024	BUY	$301.05 - $346.61 $82,487 - $94,971	274 Added 129.86%	485 $166,000
Q1 2024 May 08, 2024	SELL	$301.05 - $346.61 $4,515 - $5,199	-15 Reduced 1.17%	1,262 $434,000
Q4 2023 Dec 12, 2024	SELL	$261.54 - $312.16 $24,061 - $28,718	-92 Reduced 30.36%	211 $65,000
Q4 2023 Feb 09, 2024	BUY	$261.54 - $312.16 $254,739 - $304,043	974 Added 321.45%	1,277 $396,000
Q3 2023 Dec 12, 2024	SELL	$269.56 - $293.5 $387,627 - $422,053	-1,438 Reduced 82.6%	303 $82,000
Q3 2023 Nov 08, 2023	BUY	$269.56 - $293.5 $81,676 - $88,930	303 New	303 $82,000
Q4 2022 Dec 12, 2024	SELL	$208.44 - $233.81 $321,206 - $360,301	-1,541 Reduced 88.51%	200 $42,000
Q4 2022 Feb 06, 2023	BUY	$208.44 - $233.81 $41,688 - $46,762	200 New	200 $42,000

Others Institutions Holding VUG

# of Institutions

2,662

Shares Held

261M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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 Growth ETF Transaction History