Heritage Investment Group, Inc. Vanguard S&P Mid Cap 400 Value Transaction History
Heritage Investment Group, Inc.
- $522 Million
- Q3 2024
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
Others Institutions Holding IVOV
# of Institutions
138Shares Held
4.37MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS838KShares$83.9 Million0.14% of portfolio
-
Rockland Trust CO805KShares$80.5 Million3.83% of portfolio
-
Bank Of America Corp Charlotte, NC274KShares$27.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY243KShares$24.3 Million0.0% of portfolio
-
Octavia Wealth Advisors, LLC177KShares$17.8 Million2.11% of portfolio