Baron Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $295K | Hold |
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|
2025
Q2 | $280K | Hold |
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|
2025
Q1 | $265K | Hold |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $271K | Hold |
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|
2024
Q2 | $250K | Hold |
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|
2024
Q1 | $250K | Hold |
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|
2023
Q4 | $233K | Buy |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $188K | Hold |
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|
2022
Q1 | $212K | Hold |
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|
2021
Q4 | $225K | Hold |
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|
2021
Q3 | $201K | Sell |
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|
2021
Q2 | $255K | Hold |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $233K | Hold |
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|
2020
Q3 | $212K | Buy |
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