Heritage Financial Services, LLC VXUS Holdings History
Heritage Financial Services, LLC's Vanguard Total International Stock Holding Summary
As of 2025-06-30, Heritage Financial Services, LLC held 4,599.00 shares of Vanguard Total International Stock(VXUS), totaling $317,750.00. This investment constitutes 0.03% of their stock portfolio, and Heritage Financial Services, LLC now holds 0% of the outstanding Vanguard Total International Stock(VXUS) stock.
The initial trade took place in 2023Q4. And since then Heritage Financial Services, LLC has made 2 purchases of VXUS, at an average price of $58.03, for a total of 37,316.00 shares. In addition, there have been 2 sales at an average price of $60.91 for 32,717.00 shares. Based on historical transaction data and VXUS's current price of $69.82, Heritage Financial Services, LLC's estimated gain on his VXUS holdings is $148,647.62, reflecting a 6.87% gain to date.
Heritage Financial Services, LLC VXUS ($69.82) Holding Chart
Heritage Financial Services, LLC VXUS ($69.82) 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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