Archvest Wealth 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 | $254K | Sell |
1,241
-60
| -5% | -$12.3K | 0.22% | 52 |
|
|
2025
Q1 | $252K | Buy |
1,301
+100
| +8% | +$19.4K | 0.21% | 52 |
|
|
2024
Q4 | $235K | Sell |
1,201
-550
| -31% | -$108K | 0.17% | 53 |
|
|
2024
Q3 | $347K | Sell |
1,751
-306
| -15% | -$60.6K | 0.22% | 50 |
|
|
2024
Q2 | $375K | Buy |
2,057
+523
| +34% | +$95.3K | 0.25% | 45 |
|
|
2024
Q1 | $278K | Buy |
1,534
+277
| +22% | +$50.3K | 0.2% | 51 |
|
|
2023
Q4 | $214K | Sell |
1,257
-989
| -44% | -$169K | 0.16% | 54 |
|
|
2023
Q3 | $349K | Hold |
2,246
| – | – | 0.28% | 40 |
|
|
2023
Q2 | $365K | Buy |
+2,246
| New | +$365K | 0.3% | 37 |
|
|
2022
Q1 | – | Sell |
-1,325
| Closed | -$228K | – | 45 |
|
|
2021
Q4 | $228K | Buy |
+1,325
| New | +$228K | 0.2% | 42 |
|