Heritage Wealth Management (Ohio)’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$368K	Sell	4,845 -1,517	-24%	-$115K	0.12%	169
2025 Q1	$483K	Sell	6,362 -350	-5%	-$26.6K	0.16%	135
2024 Q4	$502K	Buy	6,712 +945	+16%	+$70.7K	0.17%	135
2024 Q3	$468K	Buy	5,767 +990	+21%	+$80.4K	0.15%	143
2024 Q2	$367K	Buy	+4,777	New	+$367K	0.12%	164