Heritage Wealth Management (Arizona)’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
Q2 | $549K | Hold |
3,008
| – | – | 0.3% | 74 |
|
|
2024
Q1 | $549K | Hold |
3,008
| – | – | 0.28% | 77 |
|
|
2023
Q4 | $513K | Buy |
+3,008
| New | +$513K | 0.28% | 79 |
|
|
2022
Q4 | $5.45M | Buy |
35,912
+15,380
| +75% | +$2.34M | 0.78% | 22 |
|
|
2022
Q3 | $2.78M | Sell |
20,532
-3,857
| -16% | -$521K | 0.89% | 16 |
|
|
2022
Q2 | $3.5M | Sell |
24,389
-3,509
| -13% | -$503K | 1.16% | 13 |
|
|
2022
Q1 | $4.52M | Buy |
+27,898
| New | +$4.52M | 1.22% | 12 |
|
|
2021
Q3 | $503K | Buy |
3,276
+36
| +1% | +$5.53K | 0.18% | 87 |
|
|
2021
Q2 | $502K | Hold |
3,240
| – | – | 0.19% | 90 |
|
|
2021
Q1 | $477K | Buy |
+3,240
| New | +$477K | 0.27% | 70 |
|