Heritage Investment Group, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Heritage Investment Group, Inc.

$522 Million
Q3 2024

A detailed history of Heritage Investment Group, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 2,303 shares of VOO stock, worth $1.23 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

2,303

Previous 2,257 2.04%

Holding current value

$1.23 Million

Previous $1.13 Million 7.71%

% of portfolio

0.23%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$475.2 - $527.7 $21,859 - $24,274	46 Added 2.04%	2,303 $1.22 Million
Q2 2024 Jul 22, 2024	BUY	$455.1 - $504.28 $43,689 - $48,410	96 Added 4.44%	2,257 $1.13 Million
Q1 2024 May 02, 2024	BUY	$429.43 - $481.35 $395,075 - $442,842	920 Added 74.13%	2,161 $1.04 Million
Q4 2022 Feb 06, 2023	BUY	$327.64 - $374.54 $100,585 - $114,983	307 Added 32.87%	1,241 $436,000
Q3 2022 Nov 07, 2022	BUY	$328.3 - $395.04 $94,550 - $113,771	288 Added 44.58%	934 $307,000
Q4 2021 Feb 09, 2022	BUY	$394.21 - $439.01 $254,659 - $283,600	646 New	646 $282,000

Others Institutions Holding VOO

# of Institutions

3,161

Shares Held

387M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Investment Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Investment Group, Inc. with notifications on news.

Account

Heritage Investment Group, Inc. Vanguard Index Fds S&P 500 ETF Transaction History