Heritage Wealth Management, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 2,486 shares of VYM stock, worth $328,947. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,486
Previous 2,513
1.07%
Holding current value
$328,947
Previous $322 Million
1.55%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,866Shares Held
189MCall Options Held
1.89MPut Options Held
394K-
Sumitomo Life Insurance CO15.1MShares$2 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.5 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.28 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$956 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$714 Million0.32% of portfolio