Heritage Wealth Management (Arizona)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$549K	Hold	3,008	–	–	0.3%	74
2024 Q1	$549K	Hold	3,008	–	–	0.28%	77
2023 Q4	$513K	Buy	+3,008	New	+$484K	0.28%	79
2022 Q4	$5.45M	Buy	35,912 +15,380	+75%	+$2.29M	0.78%	22
2022 Q3	$2.77M	Sell	20,532 -3,857	-16%	-$574K	0.89%	16
2022 Q2	$3.5M	Sell	24,389 -3,509	-13%	-$534K	1.16%	13
2022 Q1	$4.52M	Buy	+27,898	New	+$4.5M	1.22%	12
2021 Q3	$503K	Buy	3,276 +36	+1%	+$5.74K	0.18%	87
2021 Q2	$502K	Hold	3,240	–	–	0.19%	90
2021 Q1	$477K	Buy	+3,240	New	+$461K	0.27%	70

Other funds holding VIG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return