Heritage Investment Group, Inc. Vanguard Total World Stk Index Transaction History

Heritage Investment Group, Inc.

$531 Million
Q4 2024

A detailed history of Heritage Investment Group, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 44,926 shares of VT stock, worth $5.2 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

44,926

Previous 41,544 8.14%

Holding current value

$5.2 Million

Previous $4.97 Million 6.13%

% of portfolio

0.99%

Previous 0.95%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$117.09 - $123.07 $395,998 - $416,222	3,382 Added 8.14%	44,926 $5.28 Million
Q3 2024 Nov 06, 2024	BUY	$107.72 - $119.96 $153,070 - $170,463	1,421 Added 3.54%	41,544 $4.97 Million
Q2 2024 Jul 22, 2024	BUY	$104.94 - $113.51 $317,968 - $343,935	3,030 Added 8.17%	40,123 $4.52 Million
Q1 2024 May 02, 2024	BUY	$100.68 - $110.5 $171,659 - $188,402	1,705 Added 4.82%	37,093 $4.1 Million
Q4 2023 Feb 01, 2024	BUY	$88.97 - $103.1 $257,301 - $298,165	2,892 Added 8.9%	35,388 $3.64 Million
Q3 2023 Nov 03, 2023	BUY	$92.79 - $100.59 $2.79 Million - $3.03 Million	30,082 Added 1246.15%	32,496 $3.03 Million
Q2 2023 Jul 17, 2023	BUY	$91.33 - $98.06 $220,470 - $236,716	2,414 New	2,414 $234,000

Others Institutions Holding VT

# of Institutions

1,090

Shares Held

99.6M

Call Options Held

158K

Put Options Held

69.5K

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Heritage Investment Group, Inc. Vanguard Total World Stk Index Transaction History