Heritage Wealth Partners, LLC Vanguard Transaction History

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 13,191 shares of VGSH stock, worth $768,375. This represents 0.92% of its overall portfolio holdings.

Number of Shares
13,191
Previous 12,828 2.83%
Holding current value
$768,375
Previous $744 Million 4.65%
% of portfolio
0.92%
Previous 1.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$57.74 - $59.13 $20,959 - $21,464
363 Added 2.83%
13,191 $779 Million
Q2 2024

Jul 05, 2024
SELL
$57.55 - $58.0 $263,406 - $265,466
-4,577 Reduced 26.3%
12,828 $744 Million
Q4 2023

Jan 19, 2024
SELL
$57.34 - $58.41 $10,665 - $10,864
-186 Reduced 1.06%
17,405 $1.02 Billion
Q3 2023

Oct 18, 2023
SELL
$57.47 - $57.91 $674,582 - $679,747
-11,738 Reduced 40.02%
17,591 $1.01 Billion
Q2 2023

Aug 11, 2023
BUY
$57.72 - $58.69 $1.69 Million - $1.72 Million
29,329 New
29,329 $1.69 Billion

Others Institutions Holding VGSH

# of Institutions
901
Shares Held
237M
Call Options Held
15.1K
Put Options Held
70.6K
View Full List

About VANGUARD

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