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

Heritage Investment Group, Inc.

  • $529 Million
  • Q1 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 $973,479. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,502
Previous 8,618 1.35%
Holding current value
$973,479
Previous $971,000 9.68%
% of portfolio
0.17%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
154
Shares Held
3.51M
Call Options Held
0
Put Options Held
277
View Full List

About VANGUARD S&P MID CAP 400 GROWT

IVOG Quotes by TradingView
  • Ticker IVOG
  • Sector ETFs
  • Industry ETFs
More about IVOG
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