HIG
Heritage Investment Group’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
939
-112
| -11% | -$31.4K | 0.05% | 99 |
|
|
2025
Q1 | $260K | Sell |
1,051
-140
| -12% | -$34.7K | 0.05% | 93 |
|
|
2024
Q4 | $303K | Sell |
1,191
-98
| -8% | -$24.9K | 0.06% | 87 |
|
|
2024
Q3 | $335K | Hold |
1,289
| – | – | 0.06% | 78 |
|
|
2024
Q2 | $303K | Hold |
1,289
| – | – | 0.06% | 80 |
|
|
2024
Q1 | $315K | Hold |
1,289
| – | – | 0.06% | 80 |
|
|
2023
Q4 | $284K | Sell |
1,289
-101
| -7% | -$22.3K | 0.06% | 79 |
|
|
2023
Q3 | $271K | Hold |
1,390
| – | – | 0.07% | 72 |
|
|
2023
Q2 | $286K | Hold |
1,390
| – | – | 0.08% | 68 |
|
|
2023
Q1 | $265K | Hold |
1,390
| – | – | 0.08% | 64 |
|
|
2022
Q4 | $254K | Sell |
1,390
-486
| -26% | -$88.8K | 0.08% | 63 |
|
|
2022
Q3 | $296K | Hold |
1,876
| – | – | 0.18% | 56 |
|
|
2022
Q2 | $306K | Hold |
1,876
| – | – | 0.18% | 60 |
|
|
2022
Q1 | $365K | Hold |
1,876
| – | – | 0.26% | 53 |
|
|
2021
Q4 | $381K | Buy |
+1,876
| New | +$381K | 0.3% | 51 |
|