Heritage Wealth Management, Inc. /Ca/ Vanguard Mid Cap ETF Transaction History
Heritage Wealth Management, Inc. /Ca/
- $150 Billion
- Q2 2025
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 928 shares of VO stock, worth $265,658. This represents 0.17% of its overall portfolio holdings.
Number of Shares
928Holding current value
$265,658% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,433Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.09 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.01 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$4.94 Billion0.36% of portfolio
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Creative Planning Overland Park, KS8.41MShares$2.41 Billion2.03% of portfolio
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Morgan Stanley New York, NY8.04MShares$2.3 Billion0.15% of portfolio