Heritage Financial Services, LLC Vanguard Star Fd Vanguard Tota Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Heritage Financial Services, LLC holds 5,036 shares of VXUS stock, worth $377,347. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,036
Previous 4,599 9.5%
Holding current value
$377,347
Previous $317,000 16.4%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 30, 2025
BUY
$68.24 - $73.73 $29,820 - $32,220
437 Added 9.5%
5,036 $369,000
Q2 2025

Jul 18, 2025
SELL
$55.54 - $69.09 $734,794 - $914,060
-13,230 Reduced 74.2%
4,599 $317,000
Q1 2025

May 14, 2025
BUY
$58.01 - $64.46 $1.03 Million - $1.15 Million
17,829 New
17,829 $1.11 Million
Q4 2023

Feb 02, 2024
BUY
$51.06 - $57.96 $995,006 - $1.13 Million
19,487 New
19,487 $1.13 Million

Others Institutions Holding VXUS

# of Institutions
1,620
Shares Held
374M
Call Options Held
104K
Put Options Held
132K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

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