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 $957,774. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,572
Previous 9,572 -0.0%
Holding current value
$957,774
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

About VANGUARD S&P MID CAP 400 VALUE


  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
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