Heritage Financial Services, LLC VGIT Holdings History
Heritage Financial Services, LLC's Vanguard Intermediate-Term Government Bond ETF Holding Summary
As of 2025-06-30, Heritage Financial Services, LLC held 4.23 Mil shares of Vanguard Intermediate-Term Government Bond ETF(VGIT), totaling $252.72 Mil. This investment constitutes 24.32% of their stock portfolio, and Heritage Financial Services, LLC now holds 0.79% of the outstanding Vanguard Intermediate-Term Government Bond ETF(VGIT) stock.
The initial trade took place in 2022Q4. And since then Heritage Financial Services, LLC has made 10 purchases of VGIT, at an average price of $58.42, for a total of 4.23 Mil shares. In addition, there have been 1 sales at an average price of $59.20 for 6,105.00 shares. Based on historical transaction data and VGIT's current price of $59.34, Heritage Financial Services, LLC's estimated gain on his VGIT holdings is $3.87 Mil, reflecting a 1.57% gain to date.
Heritage Financial Services, LLC VGIT ($59.34) Holding Chart
Heritage Financial Services, LLC VGIT ($59.34) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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