Heritage Financial Services, LLC Vanguard Information Technolog Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Heritage Financial Services, LLC holds 705 shares of VGT stock, worth $533,163. This represents 0.05% of its overall portfolio holdings.

Number of Shares
705
Previous 765 7.84%
Holding current value
$533,163
Previous $507,000 3.75%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$656.44 - $753.15 $39,386 - $45,189
-60 Reduced 7.84%
705 $526,000
Q2 2025

Jul 18, 2025
SELL
$470.37 - $663.28 $116,651 - $164,493
-248 Reduced 24.48%
765 $507,000
Q1 2025

May 14, 2025
BUY
$542.38 - $646.34 $148,612 - $177,097
274 Added 37.08%
1,013 $549,000
Q4 2024

Jan 23, 2025
BUY
$571.78 - $647.97 $107,494 - $121,818
188 Added 34.12%
739 $459,000
Q3 2024

Oct 23, 2024
SELL
$514.43 - $606.85 $8,745 - $10,316
-17 Reduced 2.99%
551 $323,000
Q2 2024

Jul 23, 2024
BUY
$479.9 - $588.82 $8,158 - $10,009
17 Added 3.09%
568 $327,000
Q3 2023

Oct 19, 2023
BUY
$409.4 - $459.58 $225,579 - $253,228
551 New
551 $228,000
Q2 2022

Jul 19, 2022
SELL
$315.97 - $423.43 $84,363 - $113,055
-267 Reduced 42.31%
364 $118,000
Q4 2021

Aug 26, 2022
BUY
$396.99 - $466.1 $250,500 - $294,109
631 New
631 $289,000

Others Institutions Holding VGT

# of Institutions
2,085
Shares Held
55.1M
Call Options Held
410K
Put Options Held
310K
View Full List

About VANGUARD INFORMATION TECHNOLOG

VGT Quotes by TradingView
  • Ticker VGT
  • Sector ETFs
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More about VGT
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