Apexium Financial’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
$2.94M Sell
14,301
-2,655
-16% -$546K 0.16% 70
2025
Q1
$3.29M Buy
16,956
+6,499
+62% +$1.26M 0.2% 57
2024
Q4
$2.05M Buy
10,457
+8,009
+327% +$1.57M 0.12% 76
2024
Q3
$486K Buy
2,448
+2
+0.1% +$397 0.03% 144
2024
Q2
$448K Buy
2,446
+32
+1% +$5.87K 0.03% 143
2024
Q1
$441K Sell
2,414
-413
-15% -$75.4K 0.03% 154
2023
Q4
$482K Buy
2,827
+3
+0.1% +$511 0.03% 173
2023
Q3
$441K Sell
2,824
-46
-2% -$7.18K 0.04% 138
2023
Q2
$468K Hold
2,870
0.04% 137
2023
Q1
$442K Buy
+2,870
New +$442K 0.04% 139