Heritage Wealth Advisors Vanguard World Fd Esg Intl Stk Transaction History
Heritage Wealth Advisors
- $2.19 Billion
- Q3 2025
A detailed history of Heritage Wealth Advisors transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Heritage Wealth Advisors holds 150 shares of VSGX stock, worth $10,570. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$10,570
Previous $9,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VSGX
# of Institutions
438Shares Held
22.4MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.82MShares$269 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.62MShares$114 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.29MShares$91.1 Million0.07% of portfolio
-
Leo Brokerage, LLC736KShares$51.8 Million4.46% of portfolio
-
Leo Wealth, LLC Hurst, TX618KShares$43.5 Million5.56% of portfolio