Bragg Financial 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
$947K Buy
4,627
+416
+10% +$85.1K 0.03% 219
2025
Q1
$817K Buy
4,211
+511
+14% +$99.1K 0.03% 223
2024
Q4
$725K Sell
3,700
-170
-4% -$33.3K 0.03% 230
2024
Q3
$766K Buy
3,870
+1,230
+47% +$244K 0.03% 224
2024
Q2
$482K Buy
2,640
+176
+7% +$32.1K 0.02% 243
2024
Q1
$450K Buy
2,464
+288
+13% +$52.6K 0.02% 248
2023
Q4
$371K Buy
2,176
+370
+20% +$63K 0.02% 263
2023
Q3
$281K Buy
1,806
+450
+33% +$69.9K 0.01% 285
2023
Q2
$220K Hold
1,356
0.01% 311
2023
Q1
$209K Hold
1,356
0.01% 304
2022
Q4
$206K Buy
+1,356
New +$206K 0.01% 310
2022
Q3
Sell
-1,656
Closed -$238K 299
2022
Q2
$238K Sell
1,656
-240
-13% -$34.5K 0.02% 287
2022
Q1
$307K Buy
1,896
+255
+16% +$41.3K 0.02% 276
2021
Q4
$252K Hold
1,641
0.02% 280
2021
Q3
$252K Buy
1,641
+300
+22% +$46.1K 0.02% 280
2021
Q2
$208K Buy
+1,341
New +$208K 0.01% 297
2020
Q4
Sell
-1,741
Closed -$224K 286
2020
Q3
$224K Hold
1,741
0.02% 258
2020
Q2
$204K Buy
+1,741
New +$204K 0.02% 266
2020
Q1
Sell
-2,752
Closed -$343K 277
2019
Q4
$343K Sell
2,752
-265
-9% -$33K 0.04% 220
2019
Q3
$361K Sell
3,017
-53
-2% -$6.34K 0.04% 216
2019
Q2
$354K Hold
3,070
0.04% 222
2019
Q1
$337K Sell
3,070
-220
-7% -$24.2K 0.04% 219
2018
Q4
$322K Hold
3,290
0.05% 214
2018
Q3
$364K Hold
3,290
0.05% 213
2018
Q2
$334K Sell
3,290
-720
-18% -$73.1K 0.05% 217
2018
Q1
$405K Sell
4,010
-162
-4% -$16.4K 0.06% 209
2017
Q4
$426K Sell
4,172
-39
-0.9% -$3.98K 0.06% 209
2017
Q3
$399K Hold
4,211
0.06% 211
2017
Q2
$390K Hold
4,211
0.06% 215
2017
Q1
$379K Hold
4,211
0.06% 220
2016
Q4
$359K Buy
4,211
+1,491
+55% +$127K 0.06% 224
2016
Q3
$228K Buy
+2,720
New +$228K 0.04% 240