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

Heritage Wealth Management, Inc. /Ca/

$133 Billion
Q1 2025

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 44,197 shares of BND stock, worth $3.2 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares

44,197

Previous 49,094 9.97%

Holding current value

$3.2 Million

Previous $3.53 Billion 8.05%

% of portfolio

2.44%

Previous 2.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$71.17 - $73.66 $348,519 - $360,713	-4,897 Reduced 9.97%	44,197 $3.25 Billion
Q4 2024 Feb 11, 2025	BUY	$71.75 - $75.11 $226,371 - $236,972	3,155 Added 6.87%	49,094 $3.53 Billion
Q3 2024 Oct 18, 2024	SELL	$71.45 - $75.64 $47,371 - $50,149	-663 Reduced 1.42%	45,939 $3.45 Billion
Q2 2024 Jul 25, 2024	SELL	$70.55 - $72.66 $54,111 - $55,730	-767 Reduced 1.62%	46,602 $3.36 Billion
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

1,774

Shares Held

1.08B

Call Options Held

42.5K

Put Options Held

30.2K

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