Heritage Wealth Management, Inc. /Ca/ Vanguard Index Fds S&P 500 ETF Transaction History
Heritage Wealth Management, Inc. /Ca/
- $136 Billion
- Q2 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 905 shares of VOO stock, worth $473,052. This represents 0.33% of its overall portfolio holdings.
Number of Shares
905
Previous 905
-0.0%
Holding current value
$473,052
Previous $435 Million
4.04%
% of portfolio
0.33%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,000Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.4 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$12.1 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.4 Billion0.78% of portfolio