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

Heirloom Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,981
Closed -$338K – 54
2023
Q4 		$338K Buy
+1,981
New +$319K 0.13% 43
2022
Q2 		– Sell
-29,339
Closed -$4.42M – 33
2022
Q1 		$4.42M Buy
+29,339
New +$4.73M 3.07% 12

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Heirloom Wealth Management's VIG Position: Q1 2024 in Review

Heirloom Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2024, closing a stake of 1,981 shares — an estimated $338K sold.

Heirloom Wealth Management first reported a position in VIG in Q1 2022 and held it in 2 quarters. The position peaked at $4.42M in Q1 2022. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

  • Heirloom Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
  • Heirloom Wealth Management sold 1,981 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $338K.
  • Heirloom Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and held it in 2 quarters.
  • Heirloom Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $4.42M in Q1 2022.
  • 2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Heirloom Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.