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 $287,351. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,700
Previous 1,700 -0.0%
Holding current value
$287,351
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
649
Shares Held
13.6M
Call Options Held
85.2K
Put Options Held
26.6K
View Full List

About VANGUARD UTILITIES ETF

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