Heritage Wealth Management, Inc. /Ca/ Vanguard Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $139 Billion
  • Q4 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 107,755 shares of VGSH stock, worth $6.31 Million. This represents 4.51% of its overall portfolio holdings.

Number of Shares
107,755
Previous 103,017 4.6%
Holding current value
$6.31 Million
Previous $6.08 Billion 3.11%
% of portfolio
4.51%
Previous 4.31%

Shares

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

Feb 11, 2025
BUY
$58.02 - $58.88 $274,898 - $278,973
4,738 Added 4.6%
107,755 $6.27 Billion
Q3 2024

Oct 18, 2024
BUY
$57.74 - $59.13 $34,239 - $35,064
593 Added 0.58%
103,017 $6.08 Billion
Q2 2024

Jul 25, 2024
BUY
$57.55 - $58.0 $511,159 - $515,156
8,882 Added 9.5%
102,424 $5.94 Billion
Q1 2024

May 06, 2024
BUY
$57.88 - $58.54 $105,457 - $106,659
1,822 Added 1.99%
93,542 $5.43 Billion
Q4 2023

Feb 14, 2024
BUY
$57.34 - $58.41 $5.26 Million - $5.36 Million
91,720 New
91,720 $5.35 Billion

Others Institutions Holding VGSH

# of Institutions
977
Shares Held
262M
Call Options Held
5.1K
Put Options Held
1.3K
View Full List

About VANGUARD

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