Heritage Investment Group, Inc. Vanguard S&P Mid Cap 400 Value Transaction History

Heritage Investment Group, Inc.

  • $522 Million
  • Q3 2024

A detailed history of Heritage Investment Group, Inc. transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 9,572 shares of IVOV stock, worth $954,615. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,572
Previous 9,572 -0.0%
Holding current value
$954,615
Previous $838,000 9.31%
% of portfolio
0.18%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024
SELL
$71.8 - $88.58 $141,158 - $174,148
-1,966 Reduced 17.04%
9,572 $834,000
Q1 2023

May 02, 2023
BUY
$74.3 - $176.9 $418,829 - $997,185
5,637 Added 95.53%
11,538 $907,000
Q4 2022

Feb 06, 2023
BUY
$70.88 - $164.78 $1,488 - $3,460
21 Added 0.36%
5,901 $905,000
Q4 2021

Feb 09, 2022
BUY
$79.95 - $87.45 $470,106 - $514,206
5,880 New
5,880 $992,000

Others Institutions Holding IVOV

# of Institutions
138
Shares Held
4.41M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

IVOV Quotes by TradingView
  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
Track This Portfolio

Track Heritage Investment Group, Inc. Portfolio

Follow Heritage Investment Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Investment Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Investment Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email