Heritage Wealth Management, Inc. Vanguard Mid Cap ETF Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,148 shares of VO stock, worth $1.35 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
5,148
Previous 5,659
9.03%
Holding current value
$1.35 Million
Previous $1.37 Billion
0.69%
% of portfolio
0.45%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,038Shares Held
172MCall Options Held
62.2KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.06 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.2 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.69 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.15 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.92 Billion0.14% of portfolio