Heritage Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 11,357 shares of VB stock, worth $2.77 Million. This represents 3.17% of its overall portfolio holdings.
Number of Shares
11,357Holding current value
$2.77 Million% of portfolio
3.17%Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.12 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.76 Billion1.76% of portfolio
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Envestnet Asset Management Inc5.21MShares$1.27 Billion0.41% of portfolio
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Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio