Heritage Wealth Management, Inc. /Ca/ Vanguard Small Cap Growth ETF Transaction History
Heritage Wealth Management, Inc. /Ca/
- $136 Billion
- Q2 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 3,856 shares of VBK stock, worth $1.03 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
3,856
Previous 3,812
1.15%
Holding current value
$1.03 Million
Previous $994 Million
2.95%
% of portfolio
0.71%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding VBK
# of Institutions
1,061Shares Held
41.3MCall Options Held
30.1KPut Options Held
19.9K-
Bank Of America Corp Charlotte, NC8.54MShares$2.29 Billion0.19% of portfolio
-
Jones Financial Companies Lllp1.97MShares$527 Million0.57% of portfolio
-
Morgan Stanley New York, NY1.7MShares$456 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.57MShares$420 Million4.25% of portfolio
-
Assetmark, Inc1.36MShares$364 Million1.06% of portfolio