Heritage Wealth Management, Inc. /Ca/ Vanguard Information Technolog Transaction History
Heritage Wealth Management, Inc. /Ca/
- $132 Billion
- Q1 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard Information Technolog stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 490 shares of VGT stock, worth $291,995. This represents 0.19% of its overall portfolio holdings.
Number of Shares
490
Previous 513
4.48%
Holding current value
$291,995
Previous $248 Million
3.48%
% of portfolio
0.19%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding VGT
# of Institutions
1,529Shares Held
47.3MCall Options Held
335KPut Options Held
294K-
Bank Of America Corp Charlotte, NC16MShares$9.53 Billion0.79% of portfolio
-
Jpmorgan Chase & CO New York, NY5.06MShares$3.02 Billion0.24% of portfolio
-
Morgan Stanley New York, NY1.94MShares$1.15 Billion0.08% of portfolio
-
Ubs Group Ag1.79MShares$1.06 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA1.38MShares$822 Million0.18% of portfolio