Heritage Wealth Management, Inc. Vanguard Lg Trm Corp Bd ETF Transaction History

Heritage Wealth Management, Inc.

$309 Billion
Q2 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Lg Trm Corp Bd ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 4,845 shares of VCLT stock, worth $376,795. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,845

Previous 6,362 23.84%

Holding current value

$376,795

Previous $483 Million 23.85%

% of portfolio

0.12%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$72.12 - $76.23 $109,406 - $115,640	-1,517 Reduced 23.84%	4,845 $368 Million
Q1 2025 Apr 29, 2025	SELL	$73.11 - $77.43 $25,588 - $27,100	-350 Reduced 5.21%	6,362 $483 Million
Q4 2024 Feb 05, 2025	BUY	$74.68 - $81.45 $70,572 - $76,970	945 Added 16.39%	6,712 $502 Million
Q3 2024 Oct 31, 2024	BUY	$74.85 - $82.2 $74,101 - $81,378	990 Added 20.72%	5,767 $468 Million
Q2 2024 Sep 09, 2024	BUY	$73.79 - $77.66 $352,494 - $370,981	4,777 New	4,777 $367 Million

Others Institutions Holding VCLT

# of Institutions

363

Shares Held

197M

Call Options Held

123K

Put Options Held

98K

View Full List

About VANGUARD LG-TRM CORP BD ETF

Ticker VCLT
Sector ETFs
Industry ETFs

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Heritage Wealth Management, Inc. Vanguard Lg Trm Corp Bd ETF Transaction History