Heritage Financial Services, LLC Vanguard Intermediate Term Tre Transaction History

Heritage Financial Services, LLC

  • $733 Million
  • Q4 2024

A detailed history of Heritage Financial Services, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Heritage Financial Services, LLC holds 2,790,770 shares of VGIT stock, worth $163 Million. This represents 22.08% of its overall portfolio holdings.

Number of Shares
2,790,770
Previous 2,658,155 4.99%
Holding current value
$163 Million
Previous $161 Million 0.78%
% of portfolio
22.08%
Previous 21.95%

Shares

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

Jan 23, 2025
BUY
$57.78 - $60.4 $7.66 Million - $8.01 Million
132,615 Added 4.99%
2,790,770 $162 Million
Q3 2024

Oct 23, 2024
BUY
$57.8 - $60.8 $5.9 Million - $6.21 Million
102,065 Added 3.99%
2,658,155 $161 Million
Q2 2024

Jul 23, 2024
BUY
$57.14 - $58.53 $4.86 Million - $4.98 Million
85,009 Added 3.44%
2,556,090 $149 Million
Q1 2024

May 14, 2024
BUY
$58.07 - $59.52 $12.1 Million - $12.4 Million
208,744 Added 9.23%
2,471,081 $145 Million
Q4 2023

Feb 02, 2024
BUY
$56.15 - $59.51 $12 Million - $12.8 Million
214,327 Added 10.47%
2,262,337 $134 Million
Q3 2023

Oct 19, 2023
BUY
$56.93 - $59.05 $8.42 Million - $8.73 Million
147,827 Added 7.78%
2,048,010 $117 Million
Q2 2023

Jul 31, 2023
BUY
$58.61 - $60.65 $6.69 Million - $6.92 Million
114,134 Added 6.39%
1,900,183 $111 Million
Q1 2023

May 10, 2023
BUY
$57.72 - $60.39 $13.8 Million - $14.5 Million
239,333 Added 15.47%
1,786,049 $107 Million
Q4 2022

Jan 27, 2023
BUY
$57.14 - $59.67 $88.4 Million - $92.3 Million
1,546,716 New
1,546,716 $0

Others Institutions Holding VGIT

# of Institutions
781
Shares Held
387M
Call Options Held
26.7K
Put Options Held
12K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

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