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 $334,078. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,513
Previous 2,513
-0.0%
Holding current value
$334,078
Previous $298 Million
8.12%
% of portfolio
0.11%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding VYM
# of Institutions
1,807Shares Held
180MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.01 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.51 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.29 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$718 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$668 Million0.21% of portfolio