Heritage Wealth Management, LLC Vanguard Consumer Staples ETF Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,375 shares of VDC stock, worth $289,575. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,375
Previous 1,375
-0.0%
Holding current value
$289,575
Previous $280,000
0.36%
% of portfolio
0.16%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding VDC
# of Institutions
685Shares Held
15.7MCall Options Held
10.8KPut Options Held
3.5K-
Bank Of America Corp Charlotte, NC3.86MShares$813 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC844KShares$178 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH789KShares$166 Million0.08% of portfolio
-
Morgan Stanley New York, NY567KShares$119 Million0.01% of portfolio
-
Beacon Capital Management, Inc.499KShares$105 Million5.55% of portfolio