Heritage Wealth Advisors Vanguard Total World Stk Index Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
A detailed history of Heritage Wealth Advisors transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Heritage Wealth Advisors holds 188,312 shares of VT stock, worth $22.5 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
188,312
Previous 188,156
0.08%
Holding current value
$22.5 Million
Previous $21.2 Million
6.36%
% of portfolio
1.09%
Previous 0.98%
Shares
12 transactions
Others Institutions Holding VT
# of Institutions
1,002Shares Held
88.9MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.41 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$500 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$484 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$291 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$288 Million4.91% of portfolio