Access Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
2,492
+135
| +6% | +$27.6K | 0.19% | 72 |
|
|
2025
Q1 | $457K | Sell |
2,357
-20
| -0.8% | -$3.88K | 0.18% | 72 |
|
|
2024
Q4 | $465K | Buy |
2,377
+115
| +5% | +$22.5K | 0.21% | 76 |
|
|
2024
Q3 | $448K | Hold |
2,262
| – | – | 0.21% | 74 |
|
|
2024
Q2 | $413K | Hold |
2,262
| – | – | 0.19% | 77 |
|
|
2024
Q1 | $413K | Hold |
2,262
| – | – | 0.18% | 76 |
|
|
2023
Q4 | $385K | Sell |
2,262
-18
| -0.8% | -$3.07K | 0.2% | 77 |
|
|
2023
Q3 | $354K | Hold |
2,280
| – | – | 0.21% | 75 |
|
|
2023
Q2 | $370K | Buy |
2,280
+63
| +3% | +$10.2K | 0.22% | 73 |
|
|
2023
Q1 | $341K | Hold |
2,217
| – | – | 0.21% | 74 |
|
|
2022
Q4 | $337K | Hold |
2,217
| – | – | 0.21% | 79 |
|
|
2022
Q3 | $300K | Hold |
2,217
| – | – | 0.19% | 83 |
|
|
2022
Q2 | $318K | Hold |
2,217
| – | – | 0.18% | 91 |
|
|
2022
Q1 | $360K | Sell |
2,217
-210
| -9% | -$34.1K | 0.17% | 98 |
|
|
2021
Q4 | $417K | Sell |
2,427
-1,330
| -35% | -$229K | 0.19% | 92 |
|
|
2021
Q3 | $577K | Sell |
3,757
-195
| -5% | -$29.9K | 0.26% | 83 |
|
|
2021
Q2 | $612K | Sell |
3,952
-2,495
| -39% | -$386K | 0.28% | 83 |
|
|
2021
Q1 | $948K | Buy |
6,447
+2,974
| +86% | +$437K | 0.44% | 62 |
|
|
2020
Q4 | $490K | Buy |
+3,473
| New | +$490K | 0.24% | 68 |
|