Heritage Wealth Management Inc. Texas decreased its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 4.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,613 shares of the company’s stock after selling 448 shares during the period. […]
MONECO Advisors LLC boosted its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 6.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,415 shares of the oil and gas company’s stock after purchasing an additional 542 shares during the period. […]
Heritage Wealth Management Inc. Texas lessened its holdings in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 8.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,564 shares of the business services provider’s stock after selling 143 shares during the quarter. S&P […]
Heritage Wealth Management Inc. Texas purchased a new position in shares of Chevron Co. (NYSE:CVX – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,719 shares of the oil and gas company’s stock, valued at approximately $270,000. Chevron makes […]
Heritage Wealth Management Inc. Texas raised its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 3.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 110,112 shares of the exchange traded fund’s stock after buying an additional 3,683 shares during […]