Alpha Financial Advisors’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 | $290K | Buy |
1,417
+258
| +22% | +$52.8K | 0.11% | 46 |
|
|
2025
Q1 | $225K | Hold |
1,159
| – | – | 0.1% | 47 |
|
|
2024
Q4 | $227K | Hold |
1,159
| – | – | 0.1% | 46 |
|
|
2024
Q3 | $230K | Hold |
1,159
| – | – | 0.1% | 42 |
|
|
2024
Q2 | $212K | Hold |
1,159
| – | – | 0.1% | 41 |
|
|
2024
Q1 | $212K | Buy |
+1,159
| New | +$212K | 0.1% | 42 |
|
|
2023
Q4 | – | Sell |
-1,614
| Closed | -$251K | – | 49 |
|
|
2023
Q3 | $251K | Buy |
+1,614
| New | +$251K | 0.16% | 34 |
|