Heritage Financial Services, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Heritage Financial Services, LLC

  • $733 Million
  • Q4 2024

A detailed history of Heritage Financial Services, LLC transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Heritage Financial Services, LLC holds 12,268 shares of VWO stock, worth $548,747. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,268
Previous 9,295 31.98%
Holding current value
$548,747
Previous $444,000 21.62%
% of portfolio
0.07%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$44.04 - $49.49 $130,930 - $147,133
2,973 Added 31.98%
12,268 $540,000
Q3 2024

Oct 23, 2024
SELL
$41.9 - $48.26 $38,254 - $44,061
-913 Reduced 8.94%
9,295 $444,000
Q2 2024

Jul 23, 2024
SELL
$40.83 - $44.89 $61,040 - $67,110
-1,495 Reduced 12.77%
10,208 $446,000
Q1 2024

May 14, 2024
SELL
$39.04 - $42.23 $713,651 - $771,964
-18,280 Reduced 60.97%
11,703 $488,000
Q4 2023

Feb 02, 2024
BUY
$37.74 - $41.31 $574,100 - $628,407
15,212 Added 102.99%
29,983 $1.23 Million
Q3 2023

Oct 19, 2023
SELL
$39.04 - $43.07 $5,036 - $5,556
-129 Reduced 0.87%
14,771 $579,000
Q2 2023

Jul 31, 2023
BUY
$39.05 - $42.09 $110,862 - $119,493
2,839 Added 23.54%
14,900 $606,000
Q1 2023

May 10, 2023
SELL
$38.45 - $43.18 $115,465 - $129,669
-3,003 Reduced 19.93%
12,061 $487,000
Q4 2022

Jan 27, 2023
BUY
$35.32 - $40.67 $532,060 - $612,652
15,064 New
15,064 $0
Q2 2022

Jul 19, 2022
SELL
$40.48 - $47.83 $450,785 - $532,634
-11,136 Reduced 97.09%
334 $13,000
Q1 2022

Aug 30, 2022
BUY
$42.79 - $51.23 $270,732 - $324,132
6,327 Added 123.02%
11,470 $529,000
Q4 2021

Aug 26, 2022
BUY
$47.81 - $52.33 $245,886 - $269,133
5,143 New
5,143 $254,000

Others Institutions Holding VWO

# of Institutions
2,416
Shares Held
1.31B
Call Options Held
2.5M
Put Options Held
1.25M
View Full List

About VANGUARD FTSE EMERGING MKTS ET

VWO Quotes by TradingView
  • Ticker VWO
  • Sector ETFs
  • Industry ETFs
More about VWO
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