Heritage Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History

Heritage Wealth Management, Inc.

  • $305 Billion
  • Q3 2024

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 2,216 shares of VIG stock, worth $403,644. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,216
Previous 2,462 9.99%
Holding current value
$403,644
Previous $453 Million 3.11%
% of portfolio
0.14%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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