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

Heritage Wealth Management, Inc. /Ca/

$149 Billion
Q3 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 44,891 shares of BND stock, worth $3.33 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares

44,891

Previous 44,113 1.76%

Holding current value

$3.33 Million

Previous $3.25 Billion 2.79%

% of portfolio

2.24%

Previous 2.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$72.57 - $74.72 $56,459 - $58,132	778 Added 1.76%	44,891 $3.34 Billion
Q2 2025 Jul 28, 2025	SELL	$72.02 - $73.82 $6,049 - $6,200	-84 Reduced 0.19%	44,113 $3.25 Billion
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

1,875

Shares Held

1.16B

Call Options Held

93.5K

Put Options Held

20.2K

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