Heritage Wealth Management, Inc. Vanguard Extended Market ETF Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 1,690 shares of VXF stock, worth $335,414. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,690
Previous 1,690
-0.0%
Holding current value
$335,414
Previous $284 Million
8.37%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding VXF
# of Institutions
904Shares Held
45.5MCall Options Held
17.8KPut Options Held
32.1K-
Morgan Stanley New York, NY3.41MShares$677 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.26MShares$648 Million1.85% of portfolio
-
Envestnet Asset Management Inc3.08MShares$612 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC1.62MShares$321 Million0.02% of portfolio
-
Citigroup Inc1.23MShares$245 Million0.13% of portfolio