Heritage Investment Group, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Heritage Investment Group, Inc.

$531 Million
Q4 2024

A detailed history of Heritage Investment Group, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 2,277 shares of VOO stock, worth $1.28 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

2,277

Previous 2,303 1.13%

Holding current value

$1.28 Million

Previous $1.22 Million 0.91%

% of portfolio

0.23%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$521.84 - $558.82 $13,567 - $14,529	-26 Reduced 1.13%	2,277 $1.23 Million
Q3 2024 Nov 06, 2024	BUY	$475.2 - $527.7 $21,859 - $24,274	46 Added 2.04%	2,303 $1.22 Million
Q2 2024 Jul 22, 2024	BUY	$455.1 - $504.28 $43,689 - $48,410	96 Added 4.44%	2,257 $1.13 Million
Q1 2024 May 02, 2024	BUY	$429.43 - $481.35 $395,075 - $442,842	920 Added 74.13%	2,161 $1.04 Million
Q4 2022 Feb 06, 2023	BUY	$327.64 - $374.54 $100,585 - $114,983	307 Added 32.87%	1,241 $436,000
Q3 2022 Nov 07, 2022	BUY	$328.3 - $395.04 $94,550 - $113,771	288 Added 44.58%	934 $307,000
Q4 2021 Feb 09, 2022	BUY	$394.21 - $439.01 $254,659 - $283,600	646 New	646 $282,000

Others Institutions Holding VOO

# of Institutions

3,498

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Heritage Investment Group, Inc. Vanguard Index Fds S&P 500 ETF Transaction History