Heritage Wealth Management, Inc. Vanguard Mid Cap ETF Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,148 shares of VO stock, worth $1.45 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
5,148
Previous 5,659
9.03%
Holding current value
$1.45 Million
Previous $1.37 Billion
0.69%
% of portfolio
0.45%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,089Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.28 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.53 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.08 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.31 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.08 Billion0.14% of portfolio