Heritage Wealth Management, Inc.
Holdings in VTS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $320,390 | 16,635 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $419,719 | 18,068 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $398,790 | 18,053 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $480,464 | 19,539 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $496,900 | 19,876 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $501,153 | 20,864 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $494,192 | 20,852 | Shares | Sole | 2024-09-09 |