Heritage Wealth Management, Inc. /Ca/ Vanguard Information Technolog Transaction History
Heritage Wealth Management, Inc. /Ca/
- $141 Billion
- Q3 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 390 shares of VGT stock, worth $242,291. This represents 0.16% of its overall portfolio holdings.
Number of Shares
390
Previous 416
6.25%
Holding current value
$242,291
Previous $240 Million
4.64%
% of portfolio
0.16%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding VGT
# of Institutions
1,689Shares Held
48.2MCall Options Held
857KPut Options Held
238K-
Bank Of America Corp Charlotte, NC15.9MShares$9.87 Billion0.79% of portfolio
-
Jpmorgan Chase & CO New York, NY5.49MShares$3.41 Billion0.26% of portfolio
-
Morgan Stanley New York, NY2.01MShares$1.25 Billion0.09% of portfolio
-
Ubs Group Ag1.82MShares$1.13 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$851 Million0.19% of portfolio