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 $294,140. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,375
Previous 1,375
-0.0%
Holding current value
$294,140
Previous $280,000
0.36%
% of portfolio
0.16%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding VDC
# of Institutions
668Shares Held
15.8MCall Options Held
2.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC3.44MShares$736 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$169 Million0.16% of portfolio
-
Beacon Capital Management, Inc.714KShares$153 Million6.76% of portfolio
-
Lpl Financial LLC Fort Mill, SC704KShares$151 Million0.06% of portfolio
-
Morgan Stanley New York, NY618KShares$132 Million0.01% of portfolio