HIG
Heritage Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Hold |
3,675
| – | – | 0.36% | 26 |
|
|
2025
Q1 | $1.89M | Buy |
3,675
+1,398
| +61% | +$718K | 0.36% | 24 |
|
|
2024
Q4 | $1.23M | Sell |
2,277
-26
| -1% | -$14K | 0.23% | 32 |
|
|
2024
Q3 | $1.22M | Buy |
2,303
+46
| +2% | +$24.3K | 0.23% | 33 |
|
|
2024
Q2 | $1.13M | Buy |
2,257
+96
| +4% | +$48K | 0.23% | 31 |
|
|
2024
Q1 | $1.04M | Buy |
2,161
+920
| +74% | +$442K | 0.21% | 34 |
|
|
2023
Q4 | $542K | Hold |
1,241
| – | – | 0.12% | 43 |
|
|
2023
Q3 | $487K | Hold |
1,241
| – | – | 0.13% | 48 |
|
|
2023
Q2 | $505K | Hold |
1,241
| – | – | 0.14% | 48 |
|
|
2023
Q1 | $467K | Hold |
1,241
| – | – | 0.14% | 43 |
|
|
2022
Q4 | $436K | Buy |
1,241
+307
| +33% | +$108K | 0.14% | 45 |
|
|
2022
Q3 | $307K | Buy |
934
+288
| +45% | +$94.7K | 0.19% | 55 |
|
|
2022
Q2 | $224K | Hold |
646
| – | – | 0.13% | 72 |
|
|
2022
Q1 | $268K | Hold |
646
| – | – | 0.19% | 70 |
|
|
2021
Q4 | $282K | Buy |
+646
| New | +$282K | 0.22% | 63 |
|