HIG
Heritage Investment Group’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Buy |
49,673
+2,129
| +4% | +$274K | 1.1% | 19 |
|
|
2025
Q1 | $5.51M | Buy |
47,544
+2,618
| +6% | +$304K | 1.04% | 17 |
|
|
2024
Q4 | $5.28M | Buy |
44,926
+3,382
| +8% | +$397K | 0.99% | 18 |
|
|
2024
Q3 | $4.97M | Buy |
41,544
+1,421
| +4% | +$170K | 0.95% | 17 |
|
|
2024
Q2 | $4.52M | Buy |
40,123
+3,030
| +8% | +$341K | 0.93% | 16 |
|
|
2024
Q1 | $4.1M | Buy |
37,093
+1,705
| +5% | +$188K | 0.84% | 16 |
|
|
2023
Q4 | $3.64M | Buy |
35,388
+2,892
| +9% | +$298K | 0.81% | 17 |
|
|
2023
Q3 | $3.03M | Buy |
32,496
+30,082
| +1,246% | +$2.8M | 0.83% | 16 |
|
|
2023
Q2 | $234K | Buy |
+2,414
| New | +$234K | 0.07% | 79 |
|