Heritage Investment Group’s Vanguard Total World Stock ETF VT Stock Holding History

Heritage Investment Group’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.38M	Buy
2025 Q1	$5.51M	Buy
2024 Q4	$5.28M	Buy
2024 Q3	$4.97M	Buy
2024 Q2	$4.52M	Buy
2024 Q1	$4.1M	Buy
2023 Q4	$3.64M	Buy
2023 Q3	$3.03M	Buy
2023 Q2	$234K	Buy