Heritage Trust CO Vanguard Consumer Discretionar Transaction History

Heritage Trust CO

$750 Million
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 15, 2019	SELL	N/A	-847 Closed	0 $0
Q2 2018 Aug 15, 2018	SELL	N/A	-36 Reduced 4.08%	847 $144,000
Q1 2018 May 14, 2018	BUY	N/A	200 Added 29.28%	883 $140,000
Q3 2017 Nov 14, 2017	BUY	N/A	683	683 $98,000

Others Institutions Holding VCR

# of Institutions

515

Shares Held

14.5M

Call Options Held

9.5K

Put Options Held

6.3K

International Assets Investment Management, LLC Orlando, FL

6.64M
Shares

$2.47 Billion
0.06% of portfolio
Bank Of America Corp Charlotte, NC

1.39M
Shares

$517 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

498K
Shares

$186 Million
0.01% of portfolio
Beacon Capital Management, Inc.

479K
Shares

$178 Million
7.02% of portfolio
Ubs Group Ag

388K
Shares

$145 Million
0.03% of portfolio

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