HIG
Heritage Investment Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
4,731
-76
| -2% | -$23.1K | 0.25% | 35 |
|
|
2025
Q1 | $1.32M | Buy |
4,807
+45
| +0.9% | +$12.4K | 0.25% | 31 |
|
|
2024
Q4 | $1.38M | Hold |
4,762
| – | – | 0.26% | 28 |
|
|
2024
Q3 | $1.35M | Sell |
4,762
-118
| -2% | -$33.4K | 0.26% | 29 |
|
|
2024
Q2 | $1.31M | Sell |
4,880
-112
| -2% | -$30K | 0.27% | 30 |
|
|
2024
Q1 | $1.3M | Sell |
4,992
-101
| -2% | -$26.2K | 0.27% | 31 |
|
|
2023
Q4 | $1.21M | Hold |
5,093
| – | – | 0.27% | 30 |
|
|
2023
Q3 | $1.08M | Sell |
5,093
-90
| -2% | -$19.1K | 0.3% | 33 |
|
|
2023
Q2 | $1.14M | Hold |
5,183
| – | – | 0.32% | 26 |
|
|
2023
Q1 | $1.06M | Sell |
5,183
-159
| -3% | -$32.5K | 0.32% | 26 |
|
|
2022
Q4 | $1.02M | Sell |
5,342
-122
| -2% | -$23.3K | 0.32% | 22 |
|
|
2022
Q3 | $981K | Hold |
5,464
| – | – | 0.6% | 20 |
|
|
2022
Q2 | $1.03M | Sell |
5,464
-197
| -3% | -$37.2K | 0.59% | 21 |
|
|
2022
Q1 | $1.29M | Sell |
5,661
-201
| -3% | -$45.8K | 0.93% | 15 |
|
|
2021
Q4 | $1.42M | Buy |
+5,862
| New | +$1.42M | 1.11% | 13 |
|