Heritage Wealth Advisors Vanguard Mid Cap ETF Transaction History
Heritage Wealth Advisors
- $1.95 Billion
- Q4 2024
A detailed history of Heritage Wealth Advisors transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 8,399 shares of VO stock, worth $2.32 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,399
Previous 8,328
0.85%
Holding current value
$2.32 Million
Previous $2.2 Million
0.96%
% of portfolio
0.11%
Previous 0.11%
Shares
32 transactions
Others Institutions Holding VO
# of Institutions
2,268Shares Held
187MCall Options Held
55.1KPut Options Held
13.3K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.17 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.81 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.57 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.23 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.12 Billion0.15% of portfolio