Heritage Wealth Management, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 2,513 shares of VYM stock, worth $332,972. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,513
Previous 2,513
-0.0%
Holding current value
$332,972
Previous $298 Million
8.12%
% of portfolio
0.11%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding VYM
# of Institutions
1,761Shares Held
175MCall Options Held
1.59MPut Options Held
278K-
Sumitomo Life Insurance CO15.1MShares$2.01 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.46 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.25 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$715 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$666 Million0.21% of portfolio