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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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