Heritage Trust CO Vanguard Consumer Staples ETF Transaction History

Heritage Trust CO

$740 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 15, 2019	SELL	N/A	-154 Closed	0 $0
Q2 2018 Aug 15, 2018	BUY	N/A	15 Added 10.79%	154 $21,000
Q1 2018 May 14, 2018	BUY	N/A	109 Added 363.33%	139 $19,000
Q3 2017 Nov 14, 2017	BUY	N/A	30	30 $4,000

Others Institutions Holding VDC

# of Institutions

600

Shares Held

15.4M

Call Options Held

5.2K

Put Options Held

1.9K

Bank Of America Corp Charlotte, NC

3.68M
Shares

$751 Million
0.07% of portfolio
Beacon Capital Management, Inc.

794K
Shares

$162 Million
6.97% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

794K
Shares

$162 Million
0.3% of portfolio
Morgan Stanley New York, NY

688K
Shares

$141 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

655K
Shares

$134 Million
0.07% of portfolio

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

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