Heritage Financial Services, LLC Vanguard Whitehall Fds (Vangua Transaction History

Heritage Financial Services, LLC

  • $733 Million
  • Q4 2024

A detailed history of Heritage Financial Services, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Heritage Financial Services, LLC holds 4,643 shares of VYM stock, worth $614,361. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,643
Holding current value
$614,361
% of portfolio
0.08%

Shares

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

Jan 23, 2025
BUY
$126.68 - $134.74 $588,175 - $625,597
4,643 New
4,643 $592,000
Q2 2022

Jul 19, 2022
BUY
$99.2 - $114.57 $28,668 - $33,110
289 New
289 $29,000

Others Institutions Holding VYM

# of Institutions
1,866
Shares Held
189M
Call Options Held
1.89M
Put Options Held
394K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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