Heritage Oak Wealth Advisors LLC Vanguard Small Cap Growth ETF Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 20,134 shares of VBK stock, worth $6 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
20,134Holding current value
$6 Million% of portfolio
2.48%Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,115Shares Held
42.3MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.76 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$582 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$509 Million0.03% of portfolio
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Axiom Advisory, LLC San Diego, CA1.69MShares$503 Million4.13% of portfolio
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Assetmark, Inc1.41MShares$419 Million1.08% of portfolio