Heritage Wealth Management (Ohio)’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	$464K	Sell	2,269 -4	-0.2%	-$819	0.15%	150
2025 Q1	$441K	Buy	2,273 +121	+6%	+$23.5K	0.15%	149
2024 Q4	$421K	Sell	2,152 -64	-3%	-$12.5K	0.14%	149
2024 Q3	$439K	Sell	2,216 -246	-10%	-$48.7K	0.14%	149
2024 Q2	$453K	Buy	+2,462	New	+$453K	0.15%	144