Heritage Wealth Management, Inc./Texas Vanguard Specialized Funds Van Transaction History
Heritage Wealth Management, Inc./Texas
- $160 Billion
- Q2 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 125,440 shares of VNQ stock, worth $11.9 Million. This represents 6.55% of its overall portfolio holdings.
Number of Shares
125,440
Previous 112,849
11.16%
Holding current value
$11.9 Million
Previous $9.76 Billion
7.66%
% of portfolio
6.55%
Previous 6.34%
Shares
7 transactions
Others Institutions Holding VNQ
# of Institutions
1,729Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$923 Million0.07% of portfolio