Heritage Investment Group, Inc. Sells in Q1 2025

Heritage Investment Group, Inc.

  • $529 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
-4.03K
- 0.87%
$58.81 - $68.2 $237K - $275K
459K $27.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-608
- 0.12%
$59.61 - $66.71 $36.2K - $40.6K
507K $30.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.77K
- 5.17%
$302.31 - $337.54 $535K - $597K
32.5K $9.96M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-24.3K
- 2.5%
$39.96 - $43.3 $972K - $1.05M
947K $39M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.84K
- 0.79%
$49.25 - $50.66 $288K - $296K
732K $36.3M
VTWO
Vanguard Russell 2000 ETF

ETFs
-498
- 1.33%
$80.08 - $92.93 $39.9K - $46.3K
36.9K $2.98M
TSLA
Tesla, Inc.

Consumer Cyclical
-5
- 0.21%
$222.15 - $428.22 $1.11K - $2.14K
2.34K $605K
SNN
Smith & Nephew PLC

Healthcare
-6.3K
- 32.71%
$23.89 - $30.34 $150K - $191K
12.9K $367K
PG
Procter & Gamble CO

Consumer Defensive
-647
- 12.37%
$158.56 - $176.26 $103K - $114K
4.58K $780K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-116
- 1.35%
$101.13 - $119.79 $11.7K - $13.9K
8.5K $877K
AMP
Ameriprise Financial Inc

Financial Services
-39
- 7.18%
$472.29 - $575.13 $18.4K - $22.4K
504 $243K
VIS
Vanguard Industrial ETF

ETFs
-140
- 11.75%
$243.63 - $273.99 $34.1K - $38.4K
1.05K $260K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-745
- 4.92%
$100.59 - $103.47 $74.9K - $77.1K
14.4K $1.49M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-3.39K
- 2.17%
$40.79 - $42.32 $138K - $143K
153K $6.42M
PEP
Pepsico Inc

Consumer Defensive
-149
- 5.42%
$142.64 - $156.42 $21.3K - $23.3K
2.6K $390K
NEE
Nextera Energy Inc

Utilities
-286
- 4.84%
$66.96 - $76.16 $19.2K - $21.8K
5.63K $398K
SUB
Ishares Short Term National Mu

ETFs
-726
- 0.16%
$105.3 - $106.24 $76.4K - $77.1K
466K $49.2M
Coherent Corp
-68
- 1.54%
N/A
4.34K $0
XOM
Exxon Mobil Corp

Energy
-750
- 8.02%
$105.44 - $118.93 $79.1K - $89.2K
8.6K $1.02M
MA
Mastercard Inc

Financial Services
-3
- 0.36%
$504.67 - $576.31 $1.51K - $1.73K
832 $456K
AMGN
Amgen Inc

Healthcare
-340
- 7.65%
$258.59 - $327.36 $87.9K - $111K
4.11K $1.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-522
- 8.51%
$442.66 - $534.52 $231K - $279K
5.61K $2.99M
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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