HIG
Heritage Investment Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.56M | Buy |
86,695
+49,748
| +135% | +$4.34M | 1.3% | 16 |
|
|
2025
Q1 | $2.98M | Sell |
36,947
-498
| -1% | -$40.2K | 0.56% | 21 |
|
|
2024
Q4 | $3.34M | Buy |
37,445
+3,268
| +10% | +$292K | 0.62% | 21 |
|
|
2024
Q3 | $3.05M | Sell |
34,177
-717
| -2% | -$64.1K | 0.58% | 20 |
|
|
2024
Q2 | $2.86M | Sell |
34,894
-1,219
| -3% | -$99.9K | 0.59% | 19 |
|
|
2024
Q1 | $3.07M | Sell |
36,113
-572
| -2% | -$48.7K | 0.63% | 19 |
|
|
2023
Q4 | $2.98M | Sell |
36,685
-19,801
| -35% | -$1.61M | 0.66% | 19 |
|
|
2023
Q3 | $4.04M | Sell |
56,486
-514
| -0.9% | -$36.7K | 1.1% | 14 |
|
|
2023
Q2 | $4.31M | Sell |
57,000
-723
| -1% | -$54.7K | 1.2% | 12 |
|
|
2023
Q1 | $4.16M | Sell |
57,723
-787
| -1% | -$56.7K | 1.26% | 11 |
|
|
2022
Q4 | $4.12M | Buy |
58,510
+34,310
| +142% | +$2.41M | 1.31% | 11 |
|
|
2022
Q3 | $1.61M | Sell |
24,200
-2,841
| -11% | -$189K | 0.99% | 15 |
|
|
2022
Q2 | $1.85M | Buy |
+27,041
| New | +$1.85M | 1.07% | 12 |
|