Heritage Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

A detailed history of Heritage Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 3,008 shares of VIG stock, worth $547,907. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,008
Previous 3,008 -0.0%
Holding current value
$547,907
Previous $549,000 -0.0%
% of portfolio
0.31%
Previous 0.27%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$150.16 - $171.16 $4.94 Million - $5.63 Million
-32,904 Reduced 91.62%
3,008 $512,000
Q4 2022

Feb 13, 2023
BUY
$144.84 - $158.71 $2.23 Million - $2.44 Million
15,380 Added 74.91%
35,912 $5.45 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-3,857 Reduced 15.81%
20,532 $2.78 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-3,509 Reduced 12.58%
24,389 $0
Q1 2022

Aug 15, 2022
BUY
N/A
24,622 Added 751.59%
27,898 $4.52 Million
Q3 2021

Nov 10, 2021
BUY
N/A
36 Added 1.11%
3,276 $503,000
Q1 2021

Jul 16, 2021
BUY
N/A
3,240 New
3,240 $477,000

Others Institutions Holding VIG

# of Institutions
2,388
Shares Held
236M
Call Options Held
595K
Put Options Held
190K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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