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 |
|