Heritage Wealth Management, Inc. /Ca/ Vanguard Small Cap Value ETF Transaction History
Heritage Wealth Management, Inc. /Ca/
- $139 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 1,376 shares of VBR stock, worth $278,158. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,376Holding current value
$278,158% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,695Shares Held
100MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.73 Billion0.31% of portfolio
-
Brooklyn Fi, LLC New York, NY4.4MShares$890 Million4.76% of portfolio
-
Assetmark, Inc4MShares$808 Million2.18% of portfolio
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Morgan Stanley New York, NY3.86MShares$780 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$717 Million1.69% of portfolio