Heritage Investment Group, Inc. Vanguard S&P Mid Cap 400 Value 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 Value stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 9,572 shares of IVOV stock, worth $914,317. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,572
Previous 9,572 -0.0%
Holding current value
$914,317
Previous $881,000 3.63%
% of portfolio
0.16%
Previous 0.17%

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

# of Institutions
161
Shares Held
4.78M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

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