Heritage Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

A detailed history of Heritage Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 3,813 shares of VYM stock, worth $496,414. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,813

Previous 3,813 -0.0%

Holding current value

$496,414

Previous $461,000 1.95%

% of portfolio

0.25%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$98.71 - $111.84 $646,056 - $731,992	-6,545 Reduced 63.19%	3,813 $425,000
Q4 2022 Feb 13, 2023	BUY	$96.14 - $113.15 $591,164 - $695,759	6,149 Added 146.09%	10,358 $1.12 Million
Q2 2022 Aug 15, 2022	SELL	$99.2 - $114.57 $18,947 - $21,882	-191 Reduced 4.34%	4,209 $0
Q1 2022 Aug 15, 2022	SELL	$107.24 - $115.01 $3,538 - $3,795	-33 Reduced 0.74%	4,400 $494,000
Q3 2021 Nov 10, 2021	SELL	$102.3 - $108.36 $2,659 - $2,817	-26 Reduced 0.58%	4,433 $458,000
Q2 2021 Aug 11, 2021	SELL	$101.6 - $107.95 $7,010 - $7,448	-69 Reduced 1.52%	4,459 $467,000
Q1 2021 Jul 16, 2021	BUY	$90.4 - $101.83 $409,331 - $461,086	4,528 New	4,528 $458,000

Others Institutions Holding VYM

# of Institutions

1,955

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

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.

Account

Heritage Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History