Heritage Wealth Management, Inc. /Ca/ Vanguard Bd Index Fd Inc Total Transaction History

Heritage Wealth Management, Inc. /Ca/

$132 Billion
Q1 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 47,369 shares of BND stock, worth $3.39 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

47,369

Previous 39,679 19.38%

Holding current value

$3.39 Million

Previous $2.92 Billion 17.89%

% of portfolio

2.6%

Previous 2.33%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$71.76 - $73.66 $551,834 - $566,445	7,690 Added 19.38%	47,369 $3.44 Billion
Q4 2023 Feb 14, 2024	BUY	$68.04 - $73.9 $2.7 Million - $2.93 Million	39,679 New	39,679 $2.92 Billion

Others Institutions Holding BND

# of Institutions

1,490

Shares Held

873M

Call Options Held

56.3K

Put Options Held

27.8K

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Heritage Wealth Management, Inc. /Ca/ Vanguard Bd Index Fd Inc Total Transaction History