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

Heritage Financial Services’s Portfolio VT Stock Details VT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$242K	Sell
2025 Q2	$227K	Buy
2022 Q3	–	Sell
2022 Q2	$42K	Buy