Heritage Trust CO Vanguard Whitehall Fds (Vangua Transaction History

Heritage Trust CO

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$109.98 - $120.99 $188,065 - $206,892	1,710 New	1,710 $206,000
Q3 2022 Nov 10, 2022	SELL	$94.88 - $110.28 $11,195 - $13,013	-118 Reduced 4.38%	2,577 $245,000
Q2 2022 Aug 11, 2022	BUY	$99.2 - $114.57 $267,344 - $308,766	2,695 New	2,695 $274,000
Q3 2021 Nov 09, 2021	SELL	$102.3 - $108.36 $225,060 - $238,392	-2,200 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$78.88 - $92.1 $173,536 - $202,620	2,200 New	2,200 $201,000
Q1 2019 May 15, 2019	SELL	N/A	-600 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	600	600 $49,000

1,720

173M

1.59M

147K

Get notified when there are updates to the investment portfolio of Heritage Trust CO, based on Form 13F filings with the SEC.

Stay updated on Heritage Trust CO with notifications on news.