Heritage Wealth Advisors Vanguard Dividend Appreciation Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Heritage Wealth Advisors holds 48,062 shares of VIG stock, worth $8.75 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
48,062
Previous 47,916 0.3%
Holding current value
$8.75 Million
Previous $8.73 Million 0.31%
% of portfolio
0.45%
Previous 0.42%

Shares

39 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
N/A
146 Added 0.3%
48,062 $8.75 Million
Q3 2024

Nov 12, 2024
SELL
$182.15 - $182.15 $90,892 - $90,892
-499 Reduced 1.03%
47,916 $8.73 Million
Q2 2024

Dec 12, 2024
SELL
$173.33 - $185.29 $27,732 - $29,646
-160 Reduced 0.33%
48,415 $8.84 Million
Q2 2024

Aug 05, 2024
BUY
$173.33 - $185.29 $8.15 Million - $8.72 Million
47,035 Added 3408.33%
48,415 $8.84 Million
Q1 2024

Dec 12, 2024
SELL
$168.47 - $182.98 $452,341 - $491,301
-2,685 Reduced 5.24%
48,575 $8.87 Million
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

Dec 12, 2024
SELL
$150.16 - $171.16 $180,642 - $205,905
-1,203 Reduced 2.29%
51,260 $8.73 Million
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

Dec 12, 2024
SELL
$155.38 - $166.95 $288,074 - $309,525
-1,854 Reduced 3.41%
52,463 $8.15 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

Dec 12, 2024
BUY
$152.74 - $162.43 $977,688 - $1.04 Million
6,401 Added 13.36%
54,317 $8.82 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

Dec 12, 2024
SELL
$144.84 - $158.71 $421,484 - $461,846
-2,910 Reduced 4.6%
60,378 $9.17 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

Dec 12, 2024
BUY
N/A
15,372 Added 32.08%
63,288 $0
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
2,482
Shares Held
253M
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
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email