Heritage Wealth Advisors Vanguard Value ETF Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
A detailed history of Heritage Wealth Advisors transactions in Vanguard Value ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 3,787 shares of VTV stock, worth $640,230. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,787
Previous 3,787
-0.0%
Holding current value
$640,230
Previous $607,000
8.9%
% of portfolio
0.03%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding VTV
# of Institutions
2,295Shares Held
536MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$8.82 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$4.91 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.44 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.35 Billion1.14% of portfolio