Heritage Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 2,273 shares of VIG stock, worth $414,026. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,273
Previous 2,152 5.62%
Holding current value
$414,026
Previous $421 Million 4.63%
% of portfolio
0.15%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
N/A
121 Added 5.62%
2,273 $441 Million
Q4 2024

Feb 05, 2025
SELL
N/A
-64 Reduced 2.89%
2,152 $421 Million
Q3 2024

Oct 31, 2024
SELL
$182.15 - $182.15 $44,808 - $44,808
-246 Reduced 9.99%
2,216 $439 Million
Q2 2024

Sep 09, 2024
BUY
$173.33 - $185.29 $426,738 - $456,183
2,462 New
2,462 $453 Million

Others Institutions Holding VIG

# of Institutions
2,510
Shares Held
216M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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