Heritage Financial Services, LLC Vanguard Total World Stk Index Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,755 shares of VT stock, worth $244,366. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,755
Previous 1,764 0.51%
Holding current value
$244,366
Previous $226,000 6.64%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 30, 2025
SELL
$128.41 - $138.03 $1,155 - $1,242
-9 Reduced 0.51%
1,755 $241,000
Q2 2025

Jul 18, 2025
BUY
$103.16 - $128.52 $181,974 - $226,709
1,764 New
1,764 $226,000
Q2 2022

Jul 19, 2022
BUY
$83.88 - $102.77 $41,940 - $51,385
500 New
500 $42,000

Others Institutions Holding VT

# of Institutions
1,217
Shares Held
118M
Call Options Held
251K
Put Options Held
94.8K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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