Heritage Wealth Advisors Vanguard Growth ETF Transaction History
Heritage Wealth Advisors
- $2.16 Billion
- Q2 2024
A detailed history of Heritage Wealth Advisors transactions in Vanguard Growth ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 485 shares of VUG stock, worth $185,934. This represents 0.01% of its overall portfolio holdings.
Number of Shares
485
Previous 1,262
61.57%
Holding current value
$185,934
Previous $434,000
58.29%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding VUG
# of Institutions
2,285Shares Held
242MCall Options Held
194KPut Options Held
73.7K-
Bank Of America Corp Charlotte, NC43.1MShares$16.5 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.8 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.22 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.3 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.2 Billion1.11% of portfolio