Heritage Trust CO Vanguard Intl Eqty Ftse All Wo Transaction History

Heritage Trust CO

$827 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$101.63 - $104.28 $213,423 - $218,988	-2,100 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	1,660 Added 377.27%	2,100 $250,000
Q3 2017 Nov 14, 2017	BUY	N/A	440	440 $51,000

Others Institutions Holding VSS

# of Institutions

684

Shares Held

69.5M

Call Options Held

100

Put Options Held

0

Wealthfront Advisers LLC

21.5M
Shares

$2.53 Billion
2.05% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

4.56M
Shares

$538 Million
1.77% of portfolio
Personal Capital Advisors Corp

3.68M
Shares

$434 Million
1.84% of portfolio
Axiom Advisory, LLC San Diego, CA

2.85M
Shares

$336 Million
3.28% of portfolio
Bessemer Group Inc Woodbridge, NJ

2.81M
Shares

$332 Million
0.53% of portfolio

About VANGUARD INTL EQTY FTSE ALL-WO

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