Heritage Wealth Partners, LLC Vanguard Transaction History
Heritage Wealth Partners, LLC
- $69 Billion
- Q2 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 12,828 shares of VGSH stock, worth $742,099. This represents 1.08% of its overall portfolio holdings.
Number of Shares
12,828
Previous 17,405
26.3%
Holding current value
$742,099
Previous $1.02 Billion
26.72%
% of portfolio
1.08%
Previous 2.07%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
887Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.9 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$396 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$394 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$389 Million0.15% of portfolio