Heritage Wealth Management, Inc./Texas Vanguard Intermediate Term Tre Transaction History
Heritage Wealth Management, Inc./Texas
- $160 Billion
- Q2 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 6,820 shares of VGIT stock, worth $406,472. This represents 0.25% of its overall portfolio holdings.
Number of Shares
6,820
Previous 21,110
67.69%
Holding current value
$406,472
Previous $1.24 Billion
67.87%
% of portfolio
0.25%
Previous 0.8%
Shares
3 transactions
Others Institutions Holding VGIT
# of Institutions
715Shares Held
366MCall Options Held
25.2KPut Options Held
14.3K-
Jpmorgan Chase & CO New York, NY71.4MShares$4.25 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC49.3MShares$2.94 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.28 Billion11.73% of portfolio
-
Morgan Stanley New York, NY19.3MShares$1.15 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.1MShares$903 Million3.28% of portfolio