Heritage Wealth Partners, LLC VB Holdings History
Heritage Wealth Partners, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Heritage Wealth Partners, LLC held - shares of Vanguard Small Cap ETF(VB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Heritage Wealth Partners, LLC now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2024Q3. And since then Heritage Wealth Partners, LLC has made 1 purchases of VB, at an average price of $227.22, for a total of 11,357.00 shares. In addition, there have been 2 sales at an average price of $240.11 for 11,357.00 shares. Based on historical transaction data and VB's current price of $243.59, Heritage Wealth Partners, LLC's estimated gain on his VB holdings is $146,423.11, reflecting a 5.67% gain to date.
Heritage Wealth Partners, LLC VB ($243.59) Holding Chart
Heritage Wealth Partners, LLC VB ($243.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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