Heritage Wealth Management, LLC Vanguard Russell 1000 ETF Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

A detailed history of Heritage Wealth Management, LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,002 shares of VONE stock, worth $253,065. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,002
Previous 1,002 -0.0%
Holding current value
$253,065
Previous $238,000 3.36%
% of portfolio
0.14%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$186.38 - $217.64 $186,752 - $218,075
-1,002 Reduced 50.0%
1,002 $217,000
Q4 2022

Feb 13, 2023
BUY
$162.86 - $185.74 $163,185 - $186,111
1,002 Added 100.0%
2,004 $349,000
Q2 2022

Aug 15, 2022
SELL
$166.82 - $209.47 $10,342 - $12,987
-62 Reduced 5.83%
1,002 $0
Q1 2022

Aug 15, 2022
BUY
$190.71 - $219.98 $11,824 - $13,638
62 Added 6.19%
1,064 $220,000
Q1 2021

Jul 16, 2021
BUY
$172.95 - $186.35 $173,295 - $186,722
1,002 New
1,002 $186,000

Others Institutions Holding VONE

# of Institutions
339
Shares Held
10.8M
Call Options Held
700
Put Options Held
400
View Full List

About VANGUARD RUSSELL 1000 ETF

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