Heritage Financial Services, LLC Vanguard Growth ETF Transaction History

Heritage Financial Services, LLC

  • $732 Million
  • Q3 2024

A detailed history of Heritage Financial Services, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 4,338 shares of VUG stock, worth $1.75 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,338
Previous 4,338 -0.0%
Holding current value
$1.75 Million
Previous $1.62 Million 2.65%
% of portfolio
0.23%
Previous 0.24%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$322.46 - $377.11 $26,764 - $31,300
83 Added 1.95%
4,338 $1.62 Million
Q1 2024

May 14, 2024
SELL
$301.05 - $346.61 $31,309 - $36,047
-104 Reduced 2.39%
4,255 $1.46 Million
Q4 2023

Feb 02, 2024
BUY
$261.54 - $312.16 $27,200 - $32,464
104 Added 2.44%
4,359 $1.36 Million
Q3 2023

Oct 19, 2023
BUY
$269.56 - $293.5 $33,155 - $36,100
123 Added 2.98%
4,255 $1.16 Million
Q2 2023

Jul 31, 2023
SELL
$243.06 - $282.96 $71,702 - $83,473
-295 Reduced 6.66%
4,132 $1.17 Million
Q1 2023

May 10, 2023
BUY
$209.25 - $249.44 $29,713 - $35,420
142 Added 3.31%
4,427 $1.1 Million
Q4 2022

Jan 27, 2023
BUY
$208.44 - $233.81 $31,891 - $35,772
153 Added 3.7%
4,285 $0
Q1 2022

Aug 30, 2022
SELL
$254.37 - $323.09 $6,359 - $8,077
-25 Reduced 0.6%
4,132 $1.19 Million
Q4 2021

Aug 26, 2022
BUY
$287.0 - $325.67 $1.19 Million - $1.35 Million
4,157 New
4,157 $1.33 Million

Others Institutions Holding VUG

# of Institutions
2,373
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

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