Heritage Wealth Management, LLC Vanguard Utilities ETF Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

A detailed history of Heritage Wealth Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,700 shares of VPU stock, worth $326,995. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,700
Previous 1,700 -0.0%
Holding current value
$326,995
Previous $242,000 3.72%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Feb 06, 2024
SELL
$121.65 - $142.23 $206,805 - $241,790
-1,700 Reduced 50.0%
1,700 $233,000
Q4 2022

Feb 13, 2023
BUY
$134.2 - $158.16 $228,139 - $268,872
1,700 Added 100.0%
3,400 $521,000
Q2 2021

Aug 11, 2021
BUY
$138.76 - $148.08 $235,891 - $251,736
1,700 New
1,700 $236,000

Others Institutions Holding VPU

# of Institutions
697
Shares Held
13.7M
Call Options Held
26.3K
Put Options Held
4.1K
View Full List

About VANGUARD UTILITIES ETF

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

Track Heritage Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, LLC 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 Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email