Heritage Wealth Advisors Vanguard Industrial ETF Transaction History
Heritage Wealth Advisors
- $1.95 Billion
- Q4 2024
A detailed history of Heritage Wealth Advisors transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 357 shares of VIS stock, worth $84,573. This represents 0.0% of its overall portfolio holdings.
Number of Shares
357
Previous 657
45.66%
Holding current value
$84,573
Previous $170,000
47.06%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VIS
# of Institutions
539Shares Held
12.9MCall Options Held
2.2KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.15MShares$984 Million0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$208 Million4.4% of portfolio
-
Morgan Stanley New York, NY725KShares$172 Million0.01% of portfolio
-
Beacon Capital Management, Inc.626KShares$148 Million7.13% of portfolio
-
Wells Fargo & Company San Francisco, CA539KShares$128 Million0.03% of portfolio