Heritage Wealth Advisors Vanguard Dividend Appreciation Transaction History

Heritage Wealth Advisors

  • $2.72 Billion
  • Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,380 shares of VIG stock, worth $251,367. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,380
Previous 51,915 97.34%
Holding current value
$251,367
Previous $8.85 Million 97.15%
% of portfolio
0.01%
Previous 0.45%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$168.47 - $182.98 $8.51 Million - $9.25 Million
-50,535 Reduced 97.34%
1,380 $252,000
Q4 2023

Feb 09, 2024
SELL
$150.16 - $171.16 $82,287 - $93,795
-548 Reduced 1.04%
51,915 $8.85 Million
Q3 2023

Nov 08, 2023
SELL
$155.38 - $166.95 $288,074 - $309,525
-1,854 Reduced 3.41%
52,463 $8.15 Million
Q2 2023

Aug 09, 2023
SELL
$152.74 - $162.43 $555,362 - $590,595
-3,636 Reduced 6.27%
54,317 $8.82 Million
Q1 2023

May 04, 2023
SELL
$147.24 - $158.33 $357,057 - $383,950
-2,425 Reduced 4.02%
57,953 $8.93 Million
Q4 2022

Feb 06, 2023
SELL
$144.84 - $158.71 $421,484 - $461,846
-2,910 Reduced 4.6%
60,378 $9.17 Million
Q3 2022

Nov 10, 2022
SELL
N/A
-3,257 Reduced 4.89%
63,288 $8.55 Million
Q2 2022

Aug 04, 2022
SELL
N/A
-24,945 Reduced 27.27%
66,545 $9.55 Million
Q1 2022

May 11, 2022
SELL
N/A
-3,349 Reduced 3.53%
91,490 $14.8 Million
Q4 2021

Feb 02, 2022
SELL
N/A
-2,676 Reduced 2.74%
94,839 $0
Q3 2021

Nov 02, 2021
SELL
N/A
-2,564 Reduced 2.56%
97,515 $0
Q2 2021

Aug 09, 2021
SELL
N/A
-3,770 Reduced 3.63%
100,079 $0
Q2 2021

Jul 27, 2021
BUY
N/A
2,697 Added 2.67%
103,849 $14.7 Million
Q1 2021

Apr 27, 2021
SELL
N/A
-2,697 Reduced 2.6%
101,152 $0
Q4 2020

Feb 01, 2021
BUY
N/A
7,478 Added 7.76%
103,849 $14.7 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-982 Reduced 1.01%
96,371 $0
Q2 2020

Jul 17, 2020
BUY
N/A
96,637 Added 13496.79%
97,353 $0
Q2 2020

Jul 17, 2020
SELL
N/A
-99,826 Reduced 99.29%
716 $11.4 Million
Q1 2020

May 05, 2020
BUY
N/A
905 Added 0.91%
100,542 $0
Q4 2019

Feb 04, 2020
BUY
N/A
1,861 Added 1.9%
99,637 $0
Q3 2019

Oct 30, 2019
BUY
N/A
8,974 Added 10.11%
97,776 $11.7 Million
Q2 2019

Aug 05, 2019
BUY
N/A
685 Added 0.78%
88,802 $0
Q1 2019

May 06, 2019
SELL
N/A
-15,577 Reduced 15.02%
88,117 $0
Q4 2018

Jan 28, 2019
BUY
N/A
85,611 Added 473.43%
103,694 $10.2 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-84 Reduced 0.46%
18,083 $2 Million
Q2 2018

Jul 19, 2018
BUY
N/A
2 Added 0.01%
18,167 $1.85 Million
Q1 2018

May 10, 2018
BUY
N/A
285 Added 1.59%
18,165 $1.84 Million
Q4 2017

Feb 02, 2018
BUY
N/A
15 Added 0.08%
17,880 $1.82 Million
Q3 2017

Nov 07, 2017
BUY
N/A
17,865
17,865 $1.7 Million

Others Institutions Holding VIG

# of Institutions
2,139
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
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More about VIG
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