Heritage Wealth Management, Inc. Vanguard Mid Cap ETF Transaction History
Heritage Wealth Management, Inc.
- $298 Billion
- Q2 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 5,659 shares of VO stock, worth $1.46 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
5,659Holding current value
$1.46 Million% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,016Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$5.97 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.14 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.63 Billion3.93% of portfolio
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Creative Planning Overland Park, KS8.27MShares$2.14 Billion2.14% of portfolio
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Morgan Stanley New York, NY7.31MShares$1.89 Billion0.14% of portfolio