Heritage Wealth Management, LLC Vanguard Extended Market ETF Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,818 shares of VXF stock, worth $372,180. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,818
Previous 1,818
-0.0%
Holding current value
$372,180
Previous $318,000
3.77%
% of portfolio
0.17%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding VXF
# of Institutions
871Shares Held
45.3MCall Options Held
17.8KPut Options Held
32.1K-
Morgan Stanley New York, NY3.41MShares$699 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.26MShares$668 Million1.85% of portfolio
-
Envestnet Asset Management Inc3.08MShares$631 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC1.62MShares$331 Million0.02% of portfolio
-
Fifth Third Bancorp1.5MShares$307 Million1.0% of portfolio