Heritage Wealth Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,315 shares of VOO stock, worth $2.9 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
5,315
Previous 5,140
3.4%
Holding current value
$2.9 Million
Previous $2.71 Billion
5.59%
% of portfolio
0.95%
Previous 0.89%
Shares
3 transactions
Others Institutions Holding VOO
# of Institutions
3,521Shares Held
473MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$17.8 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.4 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$13.1 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.9 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio