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

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

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 4,370 shares of VYM stock, worth $616,213. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,370
Previous 1,749 149.86%
Holding current value
$616,213
Previous $233,000 163.95%
% of portfolio
0.06%
Previous 0.02%

Shares

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

Oct 30, 2025
BUY
$132.9 - $142.03 $348,330 - $372,260
2,621 Added 149.86%
4,370 $615,000
Q2 2025

Jul 18, 2025
BUY
$114.78 - $133.31 $19,168 - $22,262
167 Added 10.56%
1,749 $233,000
Q1 2025

May 14, 2025
SELL
$126.11 - $135.06 $386,022 - $413,418
-3,061 Reduced 65.93%
1,582 $204,000
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
2,099
Shares Held
190M
Call Options Held
2.01M
Put Options Held
167K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Heritage Financial Services, LLC Portfolio

Follow Heritage Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email