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

Heritage Wealth Management (Ohio)’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
2025 Q3	$453K	Sell
2025 Q2	$464K	Sell
2025 Q1	$441K	Buy
2024 Q4	$421K	Sell
2024 Q3	$439K	Sell
2024 Q2	$453K	Buy