Heritage Financial Services, LLC Vanguard Mid Cap ETF Transaction History

Heritage Financial Services, LLC

$1.09 Billion
Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 2,460 shares of VO stock, worth $705,847. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,460

Previous 2,419 1.69%

Holding current value

$705,847

Previous $676,000 6.8%

% of portfolio

0.07%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$279.83 - $293.74 $11,473 - $12,043	41 Added 1.69%	2,460 $722,000
Q2 2025 Jul 18, 2025	SELL	$228.54 - $279.83 $48,221 - $59,044	-211 Reduced 8.02%	2,419 $676,000
Q1 2025 May 14, 2025	BUY	$251.87 - $277.95 $16,371 - $18,066	65 Added 2.53%	2,630 $680,000
Q4 2024 Jan 23, 2025	BUY	$261.5 - $284.63 $24,058 - $26,185	92 Added 3.72%	2,565 $677,000
Q3 2024 Oct 23, 2024	SELL	$237.84 - $263.83 $38,292 - $42,476	-161 Reduced 6.11%	2,473 $652,000

Q2 2024 Jul 23, 2024	SELL	$234.99 - $248.98 $99,870 - $105,816	-425 Reduced 13.89%	2,634 $637,000
Q1 2024 May 14, 2024	SELL	$225.86 - $249.86 $131,224 - $145,168	-581 Reduced 15.96%	3,059 $764,000
Q4 2023 Feb 02, 2024	SELL	$195.66 - $233.95 $9,783 - $11,697	-50 Reduced 1.36%	3,640 $846,000
Q3 2023 Oct 19, 2023	SELL	$206.6 - $228.23 $109,084 - $120,505	-528 Reduced 12.52%	3,690 $768,000
Q2 2023 Jul 31, 2023	BUY	$203.43 - $220.16 $128,974 - $139,581	634 Added 17.69%	4,218 $928,000
Q1 2023 May 10, 2023	SELL	$200.2 - $225.98 $250,850 - $283,152	-1,253 Reduced 25.9%	3,584 $755,000
Q4 2022 Jan 27, 2023	BUY	$186.57 - $217.26 $233,772 - $272,226	1,253 Added 34.96%	4,837 $0
Q2 2022 Jul 19, 2022	SELL	$190.36 - $240.41 $19,036 - $24,041	-100 Reduced 2.71%	3,584 $705,000
Q1 2022 Aug 30, 2022	BUY	$219.86 - $253.39 $35,397 - $40,795	161 Added 4.57%	3,684 $876,000
Q4 2021 Aug 26, 2022	BUY	$236.98 - $261.2 $834,880 - $920,207	3,523 New	3,523 $897,000

Others Institutions Holding VO

# of Institutions

2,509

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Heritage Financial Services, LLC Vanguard Mid Cap ETF Transaction History