Heritage Financial Services, LLC Vanguard Information Technolog Transaction History

Heritage Financial Services, LLC

  • $732 Million
  • Q3 2024

A detailed history of Heritage Financial Services, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Heritage Financial Services, LLC holds 551 shares of VGT stock, worth $355,091. This represents 0.04% of its overall portfolio holdings.

Number of Shares
551
Previous 568 2.99%
Holding current value
$355,091
Previous $327,000 1.22%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$514.43 - $606.85 $8,745 - $10,316
-17 Reduced 2.99%
551 $323,000
Q2 2024

Jul 23, 2024
BUY
$479.9 - $588.82 $8,158 - $10,009
17 Added 3.09%
568 $327,000
Q3 2023

Oct 19, 2023
BUY
$409.4 - $459.58 $225,579 - $253,228
551 New
551 $228,000
Q2 2022

Jul 19, 2022
SELL
$315.97 - $423.43 $84,363 - $113,055
-267 Reduced 42.31%
364 $118,000
Q4 2021

Aug 26, 2022
BUY
$396.99 - $466.1 $250,500 - $294,109
631 New
631 $289,000

Others Institutions Holding VGT

# of Institutions
1,689
Shares Held
48.2M
Call Options Held
857K
Put Options Held
238K
View Full List

About VANGUARD INFORMATION TECHNOLOG

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