Heritage Wealth Architects, Inc. Vanguard Small Cap Value ETF Transaction History
Heritage Wealth Architects, Inc.
- $103 Billion
- Q1 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 1,577 shares of VBR stock, worth $314,974. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,577Holding current value
$314,974% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,703Shares Held
92.8MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.4 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$834 Million2.15% of portfolio
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Morgan Stanley New York, NY3.93MShares$785 Million0.05% of portfolio
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Betterment LLC New York, NY3.35MShares$670 Million1.48% of portfolio
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Wells Fargo & Company San Francisco, CA1.8MShares$359 Million0.08% of portfolio