Heritage Financial Services’s Vanguard Value ETF VTV Stock Holding History

Heritage Financial Services’s Portfolio VTV Stock Details VTV 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	$810K	Buy
2025 Q2	$708K	Buy
2025 Q1	$520K	Sell
2024 Q4	$557K	Buy
2023 Q3	–	Sell
2023 Q2	$290K	Sell
2023 Q1	$524K	Buy
2022 Q3	–	Sell
2022 Q2	$171K	Buy