Heritage Wealth Advisors’s Vaxart VXRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.9K | Buy |
29,655
+3,671
| +14% | +$2.22K | ﹤0.01% | 449 |
|
|
2025
Q4 | $9K | Buy |
25,984
+4,000
| +18% | +$1.39K | ﹤0.01% | 463 |
|
|
2025
Q3 | $8.02K | Buy |
21,984
+500
| +2% | +$206 | ﹤0.01% | 444 |
|
|
2025
Q2 | $9.71K | Hold |
21,484
| – | – | ﹤0.01% | 425 |
|
|
2025
Q1 | $8.74K | Sell |
21,484
-296
| -1% | -$190 | ﹤0.01% | 426 |
|
|
2024
Q4 | $14.4K | Hold |
21,780
| – | – | ﹤0.01% | 416 |
|
|
2024
Q3 | $18.5K | Hold |
21,780
| – | – | ﹤0.01% | 402 |
|
|
2024
Q2 | $14.5K | Buy |
21,780
+2,175
| +11% | +$1.8K | ﹤0.01% | 403 |
|
|
2024
Q1 | $25.5K | Buy |
19,605
+1,296
| +7% | +$1.36K | ﹤0.01% | 380 |
|
|
2023
Q4 | $10.5K | Buy |
18,309
+8,359
| +84% | +$5.78K | ﹤0.01% | 449 |
|
|
2023
Q3 | $7.5K | Hold |
9,950
| – | – | ﹤0.01% | 424 |
|
|
2023
Q2 | $7.26K | Hold |
9,950
| – | – | ﹤0.01% | 449 |
|
|
2023
Q1 | $7.53K | Hold |
9,950
| – | – | ﹤0.01% | 458 |
|
|
2022
Q4 | $9.56K | Hold |
9,950
| – | – | ﹤0.01% | 454 |
|
|
2022
Q3 | $21.7K | Hold |
9,950
| – | – | ﹤0.01% | 375 |
|
|
2022
Q2 | $35K | Hold |
9,950
| – | – | ﹤0.01% | 362 |
|
|
2022
Q1 | $50K | Hold |
9,950
| – | – | ﹤0.01% | 316 |
|
|
2021
Q4 | $62K | Hold |
9,950
| – | – | ﹤0.01% | 310 |
|
|
2021
Q3 | $79.1K | Hold |
9,950
| – | – | ﹤0.01% | 275 |
|
|
2021
Q2 | $74.5K | Hold |
9,950
| – | – | ﹤0.01% | 288 |
|
|
2021
Q1 | $60.2K | Hold |
9,950
| – | – | ﹤0.01% | 314 |
|
|
2020
Q4 | $57K | Buy |
9,950
+7,250
| +269% | +$46.1K | ﹤0.01% | 310 |
|
|
2020
Q3 | $18K | Hold |
2,700
| – | – | ﹤0.01% | 362 |
|
|
2020
Q2 | $23.9K | Hold |
2,700
| – | – | ﹤0.01% | 319 |
|
|
2020
Q1 | $4.78K | Buy |
+2,700
| New | +$3.44K | ﹤0.01% | 400 |
|
Other funds holding VXRT
LCM
GSEP
FCAS
AIC