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

Heritage Wealth Management, Inc.

  • $301 Billion
  • Q4 2024

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 6,712 shares of VCLT stock, worth $501,856. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,712
Previous 5,767 16.39%
Holding current value
$501,856
Previous $468 Million 7.14%
% of portfolio
0.17%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
147M
Call Options Held
69.4K
Put Options Held
54.2K
View Full List

About VANGUARD LG-TRM CORP BD ETF

VCLT Quotes by TradingView
  • Ticker VCLT
  • Sector ETFs
  • Industry ETFs
More about VCLT
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. 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., based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email