Heritage Oak Wealth Advisors LLC Vanguard Value ETF Transaction History
Heritage Oak Wealth Advisors LLC
- $198 Billion
- Q2 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 2,149 shares of VTV stock, worth $370,294. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,149Holding current value
$370,294% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,185Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$19.9 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.79 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.03 Billion0.37% of portfolio
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Envestnet Asset Management Inc20.1MShares$3.46 Billion1.15% of portfolio
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Ubs Group Ag12.5MShares$2.15 Billion0.5% of portfolio