Heritage Financial Services, LLC Vanguard Star Fd Vanguard Tota Transaction History

Heritage Financial Services, LLC

  • $1.02 Billion
  • Q2 2025

A detailed history of Heritage Financial Services, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Heritage Financial Services, LLC holds 4,599 shares of VXUS stock, worth $323,953. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,599
Previous 17,829 74.2%
Holding current value
$323,953
Previous $1.11 Million 71.36%
% of portfolio
0.03%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$55.54 - $69.09 $734,794 - $914,060
-13,230 Reduced 74.2%
4,599 $317,000
Q1 2025

May 14, 2025
BUY
$58.01 - $64.46 $1.03 Million - $1.15 Million
17,829 New
17,829 $1.11 Million
Q4 2023

Feb 02, 2024
BUY
$51.06 - $57.96 $995,006 - $1.13 Million
19,487 New
19,487 $1.13 Million

Others Institutions Holding VXUS

# of Institutions
1,509
Shares Held
359M
Call Options Held
128K
Put Options Held
132K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

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