Vanguard Group’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.7M | Buy |
2,419,737
+9,201
| +0.4% | +$219K | ﹤0.01% | 2061 |
|
|
2025
Q1 | $58.6M | Sell |
2,410,536
-27,779
| -1% | -$676K | ﹤0.01% | 2032 |
|
|
2024
Q4 | $59.7M | Sell |
2,438,315
-43,741
| -2% | -$1.07M | ﹤0.01% | 2093 |
|
|
2024
Q3 | $54M | Sell |
2,482,056
-8,064
| -0.3% | -$176K | ﹤0.01% | 2142 |
|
|
2024
Q2 | $44.9M | Buy |
2,490,120
+3,343
| +0.1% | +$60.3K | ﹤0.01% | 2192 |
|
|
2024
Q1 | $48.2M | Sell |
2,486,777
-188,701
| -7% | -$3.66M | ﹤0.01% | 2186 |
|
|
2023
Q4 | $57.2M | Buy |
2,675,478
+115,189
| +4% | +$2.46M | ﹤0.01% | 2128 |
|
|
2023
Q3 | $41.8M | Sell |
2,560,289
-85,967
| -3% | -$1.4M | ﹤0.01% | 2212 |
|
|
2023
Q2 | $42.8M | Buy |
2,646,256
+11,849
| +0.4% | +$192K | ﹤0.01% | 2253 |
|
|
2023
Q1 | $56.4M | Buy |
2,634,407
+293,105
| +13% | +$6.27M | ﹤0.01% | 2119 |
|
|
2022
Q4 | $71.7M | Buy |
2,341,302
+29,277
| +1% | +$897K | ﹤0.01% | 1984 |
|
|
2022
Q3 | $61.2M | Buy |
2,312,025
+320
| +0% | +$8.47K | ﹤0.01% | 2084 |
|
|
2022
Q2 | $58.2M | Buy |
2,311,705
+73,721
| +3% | +$1.85M | ﹤0.01% | 2125 |
|
|
2022
Q1 | $56.1M | Buy |
2,237,984
+113,812
| +5% | +$2.85M | ﹤0.01% | 2248 |
|
|
2021
Q4 | $51.9M | Buy |
2,124,172
+11,607
| +0.5% | +$284K | ﹤0.01% | 2324 |
|
|
2021
Q3 | $53.9M | Buy |
2,112,565
+12,330
| +0.6% | +$314K | ﹤0.01% | 2320 |
|
|
2021
Q2 | $52.5M | Sell |
2,100,235
-218,441
| -9% | -$5.47M | ﹤0.01% | 2349 |
|
|
2021
Q1 | $65.5M | Sell |
2,318,676
-35,030
| -1% | -$989K | ﹤0.01% | 2163 |
|
|
2020
Q4 | $55.1M | Buy |
2,353,706
+11,578
| +0.5% | +$271K | ﹤0.01% | 2143 |
|
|
2020
Q3 | $43.1M | Sell |
2,342,128
-22,180
| -0.9% | -$408K | ﹤0.01% | 2092 |
|
|
2020
Q2 | $47.3M | Buy |
2,364,308
+23,648
| +1% | +$473K | ﹤0.01% | 2037 |
|
|
2020
Q1 | $46.8M | Buy |
2,340,660
+36,458
| +2% | +$729K | ﹤0.01% | 1895 |
|
|
2019
Q4 | $65.2M | Buy |
2,304,202
+102,304
| +5% | +$2.9M | ﹤0.01% | 1970 |
|
|
2019
Q3 | $59.4M | Buy |
2,201,898
+61,275
| +3% | +$1.65M | ﹤0.01% | 1989 |
|
|
2019
Q2 | $63.2M | Sell |
2,140,623
-8,563
| -0.4% | -$253K | ﹤0.01% | 1979 |
|
|
2019
Q1 | $64.8M | Buy |
2,149,186
+130,187
| +6% | +$3.92M | ﹤0.01% | 1962 |
|
|
2018
Q4 | $60M | Buy |
2,018,999
+122,762
| +6% | +$3.65M | ﹤0.01% | 1934 |
|
|
2018
Q3 | $66.7M | Buy |
1,896,237
+86,143
| +5% | +$3.03M | ﹤0.01% | 1997 |
|
|
2018
Q2 | $63.1M | Buy |
1,810,094
+295,125
| +19% | +$10.3M | ﹤0.01% | 2011 |
|
|
2018
Q1 | $46.4M | Buy |
1,514,969
+181,293
| +14% | +$5.55M | ﹤0.01% | 2108 |
|
|
2017
Q4 | $41.1M | Buy |
1,333,676
+80,101
| +6% | +$2.47M | ﹤0.01% | 2161 |
|
|
2017
Q3 | $37M | Buy |
1,253,575
+53,232
| +4% | +$1.57M | ﹤0.01% | 2194 |
|
|
2017
Q2 | $31.8M | Sell |
1,200,343
-14,788
| -1% | -$392K | ﹤0.01% | 2249 |
|
|
2017
Q1 | $30.1M | Buy |
1,215,131
+69,982
| +6% | +$1.73M | ﹤0.01% | 2246 |
|
|
2016
Q4 | $29.5M | Buy |
1,145,149
+38,592
| +3% | +$994K | ﹤0.01% | 2227 |
|
|
2016
Q3 | $19.9M | Buy |
1,106,557
+28,455
| +3% | +$511K | ﹤0.01% | 2363 |
|
|
2016
Q2 | $19M | Buy |
1,078,102
+63,247
| +6% | +$1.11M | ﹤0.01% | 2357 |
|
|
2016
Q1 | $17.8M | Buy |
1,014,855
+75,060
| +8% | +$1.32M | ﹤0.01% | 2351 |
|
|
2015
Q4 | $17.7M | Buy |
939,795
+41,958
| +5% | +$791K | ﹤0.01% | 2352 |
|
|
2015
Q3 | $16.9M | Buy |
897,837
+28,331
| +3% | +$533K | ﹤0.01% | 2366 |
|
|
2015
Q2 | $15.5M | Buy |
869,506
+17,473
| +2% | +$312K | ﹤0.01% | 2465 |
|
|
2015
Q1 | $14.5M | Buy |
852,033
+28,018
| +3% | +$476K | ﹤0.01% | 2470 |
|
|
2014
Q4 | $14.5M | Buy |
824,015
+32,299
| +4% | +$567K | ﹤0.01% | 2391 |
|
|
2014
Q3 | $12.5M | Buy |
791,716
+16,858
| +2% | +$267K | ﹤0.01% | 2392 |
|
|
2014
Q2 | $12.5M | Buy |
774,858
+375,738
| +94% | +$6.05M | ﹤0.01% | 2410 |
|
|
2014
Q1 | $6.75M | Buy |
399,120
+23,839
| +6% | +$403K | ﹤0.01% | 2675 |
|
|
2013
Q4 | $6.42M | Buy |
375,281
+33,644
| +10% | +$576K | ﹤0.01% | 2659 |
|
|
2013
Q3 | $5.3M | Buy |
341,637
+1,132
| +0.3% | +$17.6K | ﹤0.01% | 2715 |
|
|
2013
Q2 | $4.99M | Buy |
+340,505
| New | +$4.99M | ﹤0.01% | 2665 |
|