Vanguard Small-Cap ETF shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Vanguard Small-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Small-Cap ETF by Heritage Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 5.1k | 237.21 |
2024-06-30 | $1.2M | 5.4k | 216.48 |
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