Heritage Investment Group, Inc. Vanguard Total World Stk Index Transaction History

Heritage Investment Group, Inc.

$569 Million
Q2 2025

A detailed history of Heritage Investment Group, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 49,673 shares of VT stock, worth $6.93 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

49,673

Previous 47,544 4.48%

Holding current value

$6.93 Million

Previous $5.51 Million 15.8%

% of portfolio

1.12%

Previous 1.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$103.16 - $128.52 $219,627 - $273,619	2,129 Added 4.48%	49,673 $6.38 Million
Q1 2025 Apr 25, 2025	BUY	$115.08 - $123.97 $301,279 - $324,553	2,618 Added 5.83%	47,544 $5.51 Million
Q4 2024 Jan 28, 2025	BUY	$117.09 - $123.07 $395,998 - $416,222	3,382 Added 8.14%	44,926 $5.28 Million
Q3 2024 Nov 06, 2024	BUY	$107.72 - $119.96 $153,070 - $170,463	1,421 Added 3.54%	41,544 $4.97 Million
Q2 2024 Jul 22, 2024	BUY	$104.94 - $113.51 $317,968 - $343,935	3,030 Added 8.17%	40,123 $4.52 Million
Q1 2024 May 02, 2024	BUY	$100.68 - $110.5 $171,659 - $188,402	1,705 Added 4.82%	37,093 $4.1 Million
Q4 2023 Feb 01, 2024	BUY	$88.97 - $103.1 $257,301 - $298,165	2,892 Added 8.9%	35,388 $3.64 Million
Q3 2023 Nov 03, 2023	BUY	$92.79 - $100.59 $2.79 Million - $3.03 Million	30,082 Added 1246.15%	32,496 $3.03 Million
Q2 2023 Jul 17, 2023	BUY	$91.33 - $98.06 $220,470 - $236,716	2,414 New	2,414 $234,000

Others Institutions Holding VT

# of Institutions

1,146

Shares Held

112M

Call Options Held

314K

Put Options Held

91K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

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 Total World Stk Index Transaction History