Heritage Family Offices’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
2025 Q2	$577K	Hold	3,008	–	–	0.29%	85
2025 Q1	$584K	Hold	3,008	–	–	0.3%	84
2024 Q4	$589K	Hold	3,008	–	–	0.29%	76
2024 Q3	$596K	Hold	3,008	–	–	0.31%	73
2024 Q2	$549K	Buy	+3,008	New	+$549K	0.3%	74