Vanguard Dividend Appreciation ETF shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $549k | 3.0k | 182.55 |
| 2024-03-31 | $549k | 3.0k | 182.61 |
| 2023-12-31 | $513k | 3.0k | 170.40 |
| 2022-12-31 | $5.5M | 36k | 151.85 |
| 2022-09-30 | $2.8M | 21k | 135.15 |
| 2022-06-30 | $3.5M | 24k | 143.47 |
| 2022-03-31 | $4.5M | 28k | 162.16 |
| 2021-09-30 | $503k | 3.3k | 153.54 |
| 2021-06-30 | $502k | 3.2k | 154.94 |
| 2021-03-31 | $477k | 3.2k | 147.22 |
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