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

Heritage Financial Services, LLC

$1.09 Billion
Q3 2025

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 6,114 shares of VWO stock, worth $335,352. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,114

Previous 6,924 11.7%

Holding current value

$335,352

Previous $342,000 3.22%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$49.43 - $54.52 $40,038 - $44,161	-810 Reduced 11.7%	6,114 $331,000
Q2 2025 Jul 18, 2025	SELL	$39.89 - $49.46 $15,756 - $19,536	-395 Reduced 5.4%	6,924 $342,000
Q1 2025 May 14, 2025	SELL	$42.5 - $46.71 $210,332 - $231,167	-4,949 Reduced 40.34%	7,319 $331,000
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

2,626

Shares Held

1.43B

Call Options Held

746K

Put Options Held

1.13M

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About VANGUARD FTSE EMERGING MKTS ET

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