Baron Financial Group’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 | $280K | Hold |
1,367
| – | – | 0.16% | 43 |
|
|
2025
Q1 | $265K | Hold |
1,367
| – | – | 0.17% | 43 |
|
|
2024
Q4 | $268K | Hold |
1,367
| – | – | 0.17% | 43 |
|
|
2024
Q3 | $271K | Hold |
1,367
| – | – | 0.17% | 42 |
|
|
2024
Q2 | $250K | Hold |
1,367
| – | – | 0.16% | 42 |
|
|
2024
Q1 | $250K | Hold |
1,367
| – | – | 0.15% | 47 |
|
|
2023
Q4 | $233K | Buy |
1,367
+57
| +4% | +$9.71K | 0.15% | 46 |
|
|
2023
Q3 | $204K | Hold |
1,310
| – | – | 0.13% | 49 |
|
|
2023
Q2 | $213K | Hold |
1,310
| – | – | 0.13% | 49 |
|
|
2023
Q1 | $202K | Buy |
+1,310
| New | +$202K | 0.13% | 53 |
|
|
2022
Q3 | – | Sell |
-1,310
| Closed | -$188K | – | 193 |
|
|
2022
Q2 | $188K | Hold |
1,310
| – | – | 0.12% | 46 |
|
|
2022
Q1 | $212K | Hold |
1,310
| – | – | 0.12% | 46 |
|
|
2021
Q4 | $225K | Hold |
1,310
| – | – | 0.13% | 47 |
|
|
2021
Q3 | $201K | Sell |
1,310
-340
| -21% | -$52.2K | 0.12% | 46 |
|
|
2021
Q2 | $255K | Hold |
1,650
| – | – | 0.16% | 45 |
|
|
2021
Q1 | $243K | Hold |
1,650
| – | – | 0.17% | 45 |
|
|
2020
Q4 | $233K | Hold |
1,650
| – | – | 0.19% | 42 |
|
|
2020
Q3 | $212K | Buy |
+1,650
| New | +$212K | 0.2% | 40 |
|