Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$146,423.11
% of Total Estimate Gain
5.67%

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 $245.73, 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 ($245.73) Holding Chart

Heritage Wealth Partners, LLC VB ($245.73) 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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