Heritage Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$227K	Buy	+1,764	New	+$227K	0.02%	112
2022 Q3	–	Sell	-500	Closed	-$42K	–	474
2022 Q2	$42K	Buy	+500	New	+$42K	0.02%	179