Heritage Wealth Advisors Vanguard Industrial ETF Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 657 shares of VIS stock, worth $174,348. This represents 0.01% of its overall portfolio holdings.

Number of Shares

657

Holding current value

$174,348

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$232.12 - $260.07 $152,502 - $170,865	657 New	657 $170,000

Others Institutions Holding VIS

# of Institutions

510

Shares Held

12.8M

Call Options Held

2.4K

Put Options Held

Bank Of America Corp Charlotte, NC

4.21M
Shares

$1.12 Billion
0.09% of portfolio
Pgim Custom Harvest LLC Newark, NJ

878K
Shares

$233 Million
4.67% of portfolio
Beacon Capital Management, Inc.

651K
Shares

$173 Million
7.29% of portfolio
Morgan Stanley New York, NY

644K
Shares

$171 Million
0.01% of portfolio
Ubs Group Ag

611K
Shares

$162 Million
0.04% of portfolio

View Full List

About VANGUARD INDUSTRIAL ETF

Ticker VIS
Sector ETFs
Industry ETFs

More about VIS

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Heritage Wealth Advisors Vanguard Industrial ETF Transaction History