Heritage Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 1,820 shares of VYM stock, worth $234,124. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,820Holding current value
$234,124% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding VYM
# of Institutions
1,799Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.16% of portfolio
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Bank Of America Corp Charlotte, NC11.3MShares$1.46 Billion0.12% of portfolio
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Morgan Stanley New York, NY9.68MShares$1.24 Billion0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC5.4MShares$695 Million0.32% of portfolio
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Envestnet Asset Management Inc5.03MShares$647 Million0.21% of portfolio