Autumn Glory Partners’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 | $559K | Sell |
2,729
-641
| -19% | -$131K | 0.26% | 107 |
|
|
2025
Q1 | $654K | Buy |
3,370
+576
| +21% | +$112K | 0.32% | 89 |
|
|
2024
Q4 | $547K | Buy |
2,794
+20
| +0.7% | +$3.92K | 0.27% | 92 |
|
|
2024
Q3 | $549K | Sell |
2,774
-112
| -4% | -$22.2K | 0.21% | 123 |
|
|
2024
Q2 | $527K | Buy |
2,886
+106
| +4% | +$19.4K | 0.27% | 90 |
|
|
2024
Q1 | $508K | Hold |
2,780
| – | – | 0.25% | 91 |
|
|
2023
Q4 | $472K | Buy |
2,780
+2
| +0.1% | +$340 | 0.27% | 91 |
|
|
2023
Q3 | $432K | Buy |
2,778
+127
| +5% | +$19.7K | 0.26% | 92 |
|
|
2023
Q2 | $431K | Sell |
2,651
-127
| -5% | -$20.6K | 0.32% | 81 |
|
|
2023
Q1 | $428K | Hold |
2,778
| – | – | 0.37% | 70 |
|
|
2022
Q4 | $422K | Hold |
2,778
| – | – | 0.23% | 119 |
|
|
2022
Q3 | $375K | Hold |
2,778
| – | – | 0.25% | 95 |
|
|
2022
Q2 | $399K | Sell |
2,778
-49
| -2% | -$7.04K | 0.29% | 83 |
|
|
2022
Q1 | $458K | Buy |
2,827
+154
| +6% | +$24.9K | 0.27% | 105 |
|
|
2021
Q4 | $459K | Buy |
+2,673
| New | +$459K | 0.19% | 121 |
|