A detailed history of Heritage Wealth Management, Inc./Texas transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 6,825 shares of VGIT stock, worth $396,873. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,825
Previous 6,820 0.07%
Holding current value
$396,873
Previous $397 Million 3.84%
% of portfolio
0.24%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$57.8 - $60.8 $289 - $304
5 Added 0.07%
6,825 $412 Million
Q2 2024

Jul 30, 2024

SELL
$57.14 - $58.53 $816,530 - $836,393
-14,290 Reduced 67.69%
6,820 $397 Million
Q1 2024

Apr 25, 2024

BUY
$58.07 - $59.52 $261,953 - $268,494
4,511 Added 27.18%
21,110 $1.24 Billion
Q4 2023

Jan 24, 2024

BUY
$56.15 - $59.51 $932,033 - $987,806
16,599 New
16,599 $985 Million

Others Institutions Holding VGIT

About VANGUARD INTERMEDIATE-TERM TRE


  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Heritage Wealth Management, Inc./Texas Portfolio

Follow Heritage Wealth Management, Inc./Texas and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc./Texas, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc./Texas with notifications on news.