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

Heritage Wealth Management, Inc. /Ca/

$139 Billion
Q4 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard Information Technolog stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 360 shares of VGT stock, worth $219,769. This represents 0.16% of its overall portfolio holdings.

Number of Shares

360

Previous 390 7.69%

Holding current value

$219,769

Previous $229 Million 2.14%

% of portfolio

0.16%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$571.78 - $647.97 $17,153 - $19,439	-30 Reduced 7.69%	360 $224 Million
Q3 2024 Oct 18, 2024	SELL	$514.43 - $606.85 $13,375 - $15,778	-26 Reduced 6.25%	390 $229 Million
Q2 2024 Jul 25, 2024	SELL	$479.9 - $588.82 $35,512 - $43,572	-74 Reduced 15.1%	416 $240 Million
Q1 2024 May 06, 2024	SELL	$462.18 - $530.16 $10,630 - $12,193	-23 Reduced 4.48%	490 $257 Million
Q4 2023 Feb 14, 2024	BUY	$399.56 - $486.79 $204,974 - $249,723	513 New	513 $248 Million

Others Institutions Holding VGT

# of Institutions

1,851

Shares Held

51.6M

Call Options Held

1.14M

Put Options Held

348K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Heritage Wealth Management, Inc. /Ca/ Vanguard Information Technolog Transaction History