Heritage Wealth Management, Inc. Vanguard Whitehall Fds (Vangua Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 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 2,486 shares of VYM stock, worth $332,552. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,486
Previous 2,513
1.07%
Holding current value
$332,552
Previous $322 Million
1.55%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,914Shares Held
195MCall Options Held
1.72MPut Options Held
312K-
Sumitomo Life Insurance CO15.1MShares$2.02 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.84 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$966 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$755 Million0.3% of portfolio