Heritage Wealth Management, Inc. /Ca/ Vanguard Value ETF Transaction History
Heritage Wealth Management, Inc. /Ca/
- $132 Billion
- Q1 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard Value ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 1,924 shares of VTV stock, worth $308,917. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,924
Previous 1,924
-0.0%
Holding current value
$308,917
Previous $288 Million
8.94%
% of portfolio
0.24%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,155Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$18 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.89 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.64 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.16 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio