Heritage Wealth Management, Inc. Vanguard Small Cap ETF Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,189 shares of VB stock, worth $1.29 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
5,189
Previous 5,058
2.59%
Holding current value
$1.29 Million
Previous $1.2 Billion
3.92%
% of portfolio
0.41%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,297Shares Held
161MCall Options Held
76.8KPut Options Held
29K-
Bank Of America Corp Charlotte, NC24.8MShares$6.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.87 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.82 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.41 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.3 Billion0.42% of portfolio