Heirloom Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,981	Closed	-$338K	–	54
2023 Q4	$338K	Buy	+1,981	New	+$338K	0.13%	43
2022 Q2	–	Sell	-29,339	Closed	-$4.42M	–	33
2022 Q1	$4.42M	Buy	+29,339	New	+$4.42M	3.07%	12