Heritage Wealth Partners, LLC Vanguard Information Technolog Transaction History
Heritage Wealth Partners, LLC
- $65.6 Billion
- Q1 2025
A detailed history of Heritage Wealth Partners, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 516 shares of VGT stock, worth $390,230. This represents 0.43% of its overall portfolio holdings.
Number of Shares
516
Previous 500
3.2%
Holding current value
$390,230
Previous $311 Million
10.07%
% of portfolio
0.43%
Previous 0.39%
Shares
5 transactions
Others Institutions Holding VGT
# of Institutions
2,085Shares Held
55.1MCall Options Held
410KPut Options Held
310K-
Bank Of America Corp Charlotte, NC15.1MShares$11.4 Billion0.79% of portfolio
-
Jpmorgan Chase & CO New York, NY6.17MShares$4.66 Billion0.3% of portfolio
-
Jefferies Financial Group Inc. New York, NY2.25MShares$1.7 Billion8.35% of portfolio
-
Morgan Stanley New York, NY2.13MShares$1.61 Billion0.1% of portfolio
-
Ubs Group Ag1.72MShares$1.3 Billion0.21% of portfolio