Heritage Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Heritage Wealth Partners, LLC

  • $79.7 Billion
  • Q4 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 1,735 shares of VYM stock, worth $227,684. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,735
Previous 1,820 4.67%
Holding current value
$227,684
Previous $233 Million 5.12%
% of portfolio
0.28%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$126.68 - $134.74 $10,767 - $11,452
-85 Reduced 4.67%
1,735 $221 Million
Q3 2024

Oct 08, 2024
BUY
$117.9 - $128.2 $214,578 - $233,323
1,820 New
1,820 $233 Million

Others Institutions Holding VYM

# of Institutions
1,951
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Heritage Wealth Partners, LLC Portfolio

Follow Heritage Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email