Heritage Wealth Advisors Vanguard Sht Trm Inflt Prot Fd Transaction History

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Heritage Wealth Advisors holds 3,810 shares of VTIP stock, worth $188,099. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,810

Previous 9,719 60.8%

Holding current value

$188,099

Previous $479,000 61.59%

% of portfolio

0.01%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$48.33 - $49.08 $285,581 - $290,013	-5,909 Reduced 60.8%	3,810 $184,000
Q3 2024 Nov 12, 2024	SELL	$48.06 - $49.39 $231 Million - $238 Million	-4,809,263 Reduced 99.8%	9,719 $479,000
Q2 2024 Dec 12, 2024	BUY	$47.74 - $48.54 $6.7 Million - $6.81 Million	140,324 Added 3.0%	4,818,982 $234 Million
Q2 2024 Aug 05, 2024	BUY	$47.74 - $48.54 $230 Million - $234 Million	4,818,192 Added 609897.75%	4,818,982 $234 Million
Q1 2024 Dec 12, 2024	BUY	$47.38 - $47.91 $8.44 Million - $8.54 Million	178,187 Added 3.96%	4,678,658 $224 Million
Q1 2024 May 08, 2024	SELL	$47.38 - $47.91 $213 Million - $216 Million	-4,499,681 Reduced 99.98%	790 $37,000
Q4 2023 Dec 12, 2024	BUY	$46.72 - $48.12 $7.48 Million - $7.7 Million	160,020 Added 3.69%	4,500,471 $214 Million
Q4 2023 Feb 09, 2024	BUY	$46.72 - $48.12 $7.48 Million - $7.7 Million	160,020 Added 3.69%	4,500,471 $214 Million
Q3 2023 Dec 12, 2024	BUY	$46.9 - $47.47 $2.25 Million - $2.28 Million	47,957 Added 1.12%	4,340,451 $205 Million
Q3 2023 Nov 08, 2023	BUY	$46.9 - $47.47 $2.25 Million - $2.28 Million	47,957 Added 1.12%	4,340,451 $205 Million
Q2 2023 Dec 12, 2024	BUY	$47.37 - $48.0 $203 Million - $206 Million	4,282,775 Added 44066.0%	4,292,494 $204 Million
Q2 2023 Aug 09, 2023	SELL	$47.37 - $48.0 $2.26 Million - $2.29 Million	-47,673 Reduced 1.1%	4,292,494 $204 Million
Q1 2023 May 04, 2023	BUY	$46.62 - $47.83 $2.38 Million - $2.45 Million	51,148 Added 1.19%	4,340,167 $208 Million
Q4 2022 Dec 12, 2024	BUY	$46.71 - $48.22 $200 Million - $206 Million	4,279,300 Added 44030.25%	4,289,019 $200 Million
Q4 2022 Feb 06, 2023	BUY	$46.71 - $48.22 $200 Million - $207 Million	4,289,019 New	4,289,019 $200 Million
Q2 2022 Aug 04, 2022	SELL	$50.05 - $51.06 $100,300 - $102,324	-2,004 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$50.6 - $52.11 $19,734 - $20,322	-390 Reduced 16.29%	2,004 $103,000
Q4 2021 Feb 02, 2022	BUY	$51.18 - $52.61 $41,148 - $42,298	804 Added 50.57%	2,394 $0
Q3 2021 Nov 02, 2021	BUY	$51.92 - $52.8 $20,248 - $20,592	390 Added 32.5%	1,590 $0
Q2 2021 Aug 09, 2021	BUY	$51.54 - $52.44 $61,848 - $62,928	1,200 New	1,200 $0

Others Institutions Holding VTIP

# of Institutions

814

Shares Held

1.1B

Call Options Held

9.2K

Put Options Held

100

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About VANGUARD SHT TRM INFLT-PROT FD

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Heritage Wealth Advisors Vanguard Sht Trm Inflt Prot Fd Transaction History