Heritage Trust CO Vanguard Intl Eqty Ftse All Wo Transaction History

Heritage Trust CO

$750 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$101.63 - $104.28 $213,423 - $218,988	-2,100 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	1,660 Added 377.27%	2,100 $250,000
Q3 2017 Nov 14, 2017	BUY	N/A	440	440 $51,000

Others Institutions Holding VSS

# of Institutions

658

Shares Held

47.1M

Call Options Held

100

Put Options Held

0

Empower Advisory Group, LLC Greenwood Village, CO

4.33M
Shares

$509 Million
1.85% of portfolio
Personal Capital Advisors Corp

3.68M
Shares

$432 Million
1.84% of portfolio
Morgan Stanley New York, NY

3.24M
Shares

$381 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

2.85M
Shares

$335 Million
3.28% of portfolio
Natixis Advisors, L.P. Boston, MA

2.5M
Shares

$294 Million
0.61% of portfolio

About VANGUARD INTL EQTY FTSE ALL-WO

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