ARQ 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
$1.53M Hold
7,903
0.53% 52
2025
Q1
$1.53M Sell
7,903
-201
-2% -$39K 0.57% 47
2024
Q4
$1.59M Sell
8,104
-125
-2% -$24.5K 0.6% 42
2024
Q3
$1.61M Sell
8,229
-228
-3% -$44.7K 0.61% 37
2024
Q2
$1.54M Buy
8,457
+106
+1% +$19.4K 0.67% 34
2024
Q1
$1.52M Sell
8,351
-24
-0.3% -$4.38K 0.66% 33
2023
Q4
$1.43M Sell
8,375
-949
-10% -$162K 0.85% 28
2023
Q3
$1.45M Sell
9,324
-343
-4% -$53.3K 1.08% 25
2023
Q2
$1.57M Hold
9,667
1.02% 26
2023
Q1
$1.49M Sell
9,667
-73
-0.7% -$11.2K 1.09% 24
2022
Q4
$1.48M Sell
9,740
-41
-0.4% -$6.23K 0.97% 25
2022
Q3
$1.32M Sell
9,781
-228
-2% -$30.8K 1.02% 25
2022
Q2
$1.44M Sell
10,009
-163
-2% -$23.4K 1.03% 25
2022
Q1
$1.65M Buy
10,172
+100
+1% +$16.2K 1.11% 23
2021
Q4
$1.73M Sell
10,072
-339
-3% -$58.2K 1.23% 22
2021
Q3
$1.6M Sell
10,411
-202
-2% -$31K 1.03% 23
2021
Q2
$1.64M Sell
10,613
-29
-0.3% -$4.49K 1.05% 23
2021
Q1
$1.57M Sell
10,642
-530
-5% -$77.9K 1.01% 23
2020
Q4
$1.58M Buy
11,172
+71
+0.6% +$10K 0.99% 22
2020
Q3
$1.43M Sell
11,101
-541
-5% -$69.6K 1.38% 18
2020
Q2
$1.36M Sell
11,642
-365
-3% -$42.8K 1.33% 20
2020
Q1
$1.24M Buy
+12,007
New +$1.24M 1.41% 20