Heritage Wealth Management, LLC Vanguard Extended Market ETF Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,818 shares of VXF stock, worth $346,601. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,818
Previous 1,818
-0.0%
Holding current value
$346,601
Previous $318,000
3.77%
% of portfolio
0.17%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding VXF
# of Institutions
975Shares Held
45.1MCall Options Held
21.5KPut Options Held
3.2K-
Morgan Stanley New York, NY3.37MShares$643 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.94MShares$560 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.61MShares$307 Million0.03% of portfolio
-
Fifth Third Bancorp1.16MShares$221 Million0.81% of portfolio
-
Assetmark, Inc1.16MShares$221 Million0.6% of portfolio