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

Heritage Investment Group, Inc.

$569 Million
Q2 2025

A detailed history of Heritage Investment Group, Inc. transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 8,502 shares of IVOG stock, worth $1.01 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

8,502

Previous 8,502 -0.0%

Holding current value

$1.01 Million

Previous $877,000 9.46%

% of portfolio

0.17%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$101.13 - $119.79 $11,731 - $13,895	-116 Reduced 1.35%	8,502 $877,000
Q4 2023 Feb 01, 2024	SELL	$84.65 - $99.33 $102,765 - $120,586	-1,214 Reduced 12.35%	8,618 $846,000
Q3 2023 Nov 03, 2023	SELL	$89.35 - $96.91 $10,185 - $11,047	-114 Reduced 1.15%	9,832 $887,000
Q1 2023 May 02, 2023	BUY	$83.99 - $185.01 $417,682 - $920,054	4,973 Added 100.0%	9,946 $883,000
Q4 2022 Feb 06, 2023	BUY	$79.72 - $182.13 $797 - $1,821	10 Added 0.2%	4,973 $842,000
Q4 2021 Feb 09, 2022	BUY	$98.21 - $109.25 $487,416 - $542,207	4,963 New	4,963 $1.05 Million

Others Institutions Holding IVOG

# of Institutions

161

Shares Held

3.55M

Call Options Held

Put Options Held

View Full List

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
Sector ETFs
Industry ETFs

More about IVOG

Track This Portfolio

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.

Account

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