Heritage Wealth Management, Inc. Vanguard Mid Cap ETF Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,167 shares of VO stock, worth $1.43 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
5,167
Previous 5,148
0.37%
Holding current value
$1.43 Million
Previous $1.36 Billion
0.48%
% of portfolio
0.45%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,189Shares Held
184MCall Options Held
52.1KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.18 Billion1.35% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.84 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.46 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.27 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio