Heritage Investment Group, Inc. VTWO Holdings History
Heritage Investment Group, Inc.'s Vanguard Russell 2000 Index Fund Holding Summary
As of 2025-06-30, Heritage Investment Group, Inc. held 86,695.00 shares of Vanguard Russell 2000 Index Fund(VTWO), totaling $7.56 Mil. This investment constitutes 1.3% of their stock portfolio, and Heritage Investment Group, Inc. now holds 0.06% of the outstanding Vanguard Russell 2000 Index Fund(VTWO) stock.
The initial trade took place in 2022Q2. And since then Heritage Investment Group, Inc. has made 4 purchases of VTWO, at an average price of $77.05, for a total of 114,367.00 shares. In addition, there have been 9 sales at an average price of $73.84 for 27,672.00 shares. Based on historical transaction data and VTWO's current price of $90.86, Heritage Investment Group, Inc.'s estimated gain on his VTWO holdings is $1.11 Mil, reflecting a 12.58% gain to date.
Heritage Investment Group, Inc. VTWO ($90.86) Holding Chart
Heritage Investment Group, Inc. VTWO ($90.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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