Heritage Wealth Management, LLC Vanguard Consumer Staples ETF Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,375 shares of VDC stock, worth $294,236. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,375
Previous 1,375
-0.0%
Holding current value
$294,236
Previous $280,000
0.36%
% of portfolio
0.16%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding VDC
# of Institutions
633Shares Held
15.2MCall Options Held
1.9KPut Options Held
3K-
Bank Of America Corp Charlotte, NC3.4MShares$727 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$169 Million0.18% of portfolio
-
Beacon Capital Management, Inc.731KShares$157 Million6.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC689KShares$147 Million0.07% of portfolio
-
Morgan Stanley New York, NY657KShares$141 Million0.01% of portfolio