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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$746K Buy
2025
Q2
$368K Sell
2025
Q1
$483K Sell
2024
Q4
$502K Buy
2024
Q3
$468K Buy
2024
Q2
$367K Buy