Heritage Investment Group, Inc. Vanguard S&P Mid Cap 400 Value Transaction History
Heritage Investment Group, Inc.
- $728 Million
- Q2 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 $918,146. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,572
Previous 9,572
-0.0%
Holding current value
$918,146
Previous $869,000
3.57%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding IVOV
# of Institutions
127Shares Held
4.33MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS848KShares$81.3 Million0.15% of portfolio
-
Rockland Trust CO805KShares$77.2 Million3.83% of portfolio
-
Bank Of America Corp Charlotte, NC270KShares$25.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY249KShares$23.9 Million0.0% of portfolio
-
Octavia Wealth Advisors, LLC177KShares$17 Million2.11% of portfolio