Berger 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 | $1.03M | Buy |
5,037
+328
| +7% | +$67.1K | 0.07% | 188 |
|
|
2025
Q1 | $914K | Buy |
4,709
+579
| +14% | +$112K | 0.06% | 194 |
|
|
2024
Q4 | $809K | Buy |
4,130
+257
| +7% | +$50.3K | 0.06% | 194 |
|
|
2024
Q3 | $767K | Buy |
3,873
+414
| +12% | +$82K | 0.06% | 182 |
|
|
2024
Q2 | $631K | Buy |
3,459
+714
| +26% | +$130K | 0.05% | 184 |
|
|
2024
Q1 | $501K | Buy |
2,745
+1,020
| +59% | +$186K | 0.04% | 207 |
|
|
2023
Q4 | $294K | Sell |
1,725
-21
| -1% | -$3.58K | 0.03% | 231 |
|
|
2023
Q3 | $271K | Sell |
1,746
-24
| -1% | -$3.73K | 0.03% | 223 |
|
|
2023
Q2 | $288K | Buy |
1,770
+51
| +3% | +$8.28K | 0.03% | 218 |
|
|
2023
Q1 | $265K | Buy |
1,719
+50
| +3% | +$7.7K | 0.03% | 223 |
|
|
2022
Q4 | $253K | Sell |
1,669
-110
| -6% | -$16.7K | 0.03% | 222 |
|
|
2022
Q3 | $241K | Sell |
1,779
-393
| -18% | -$53.2K | 0.04% | 213 |
|
|
2022
Q2 | $312K | Buy |
2,172
+133
| +7% | +$19.1K | 0.05% | 182 |
|
|
2022
Q1 | $331K | Buy |
2,039
+502
| +33% | +$81.5K | 0.04% | 191 |
|
|
2021
Q4 | $264K | Buy |
1,537
+154
| +11% | +$26.5K | 0.04% | 223 |
|
|
2021
Q3 | $212K | Buy |
1,383
+3
| +0.2% | +$460 | 0.04% | 201 |
|
|
2021
Q2 | $214K | Sell |
1,380
-463
| -25% | -$71.8K | 0.04% | 194 |
|
|
2021
Q1 | $271K | Sell |
1,843
-21
| -1% | -$3.09K | 0.06% | 156 |
|
|
2020
Q4 | $263K | Buy |
+1,864
| New | +$263K | 0.05% | 172 |
|