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
2024 Q1	$549K	Hold
2023 Q4	$513K	Buy
2022 Q4	$5.45M	Buy
2022 Q3	$2.77M	Sell
2022 Q2	$3.5M	Sell
2022 Q1	$4.52M	Buy
2021 Q3	$503K	Buy
2021 Q2	$502K	Hold
2021 Q1	$477K	Buy