Heritage Investment Group, Inc.
Position in IVOG — VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND
CIK 1876811
POMPANO BEACH, FL
All Filings in IVOG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,243,842 | 8,502 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,063,005 | 8,502 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,021,940 | 8,502 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,015,818 | 8,502 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $960,981 | 8,502 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $877,151 | 8,502 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $971,162 | 8,618 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $987,881 | 8,618 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $944,015 | 8,618 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $977,712 | 8,618 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $846,546 | 8,618 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $887,829 | 9,832 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $929,951 | 9,946 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $883,702 | 9,946 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $842,028 | 4,973 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $780,977 | 4,963 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $784,501 | 4,963 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $954,682 | 4,963 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,049,475 | 4,963 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||