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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Heritage Wealth Management (Arizona)'s VIG Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2024 at 3,008 shares worth $549K. The position accounts for 0.3% of the portfolio, ranked #74.

Heritage Wealth Management (Arizona) first reported a position in VIG in Q1 2021 and has held it in 10 quarters since. The position peaked at $5.45M in Q4 2022. 2,060 funds tracked by Wall St. Rank hold VIG as of Q2 2024.

Heritage Wealth Management (Arizona) held 3,008 shares of Vanguard Dividend Appreciation ETF worth $549K as of Q2 2024.
Heritage Wealth Management (Arizona) left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2024.
Vanguard Dividend Appreciation ETF made up 0.3% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #74 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Vanguard Dividend Appreciation ETF position peaked at $5.45M in Q4 2022.
2,060 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.