Bruce G. Allen Investments’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 | $290K | Hold |
1,415
| – | – | 0.22% | 54 |
|
|
2025
Q1 | $275K | Sell |
1,415
-10
| -0.7% | -$1.94K | 0.22% | 55 |
|
|
2024
Q4 | $279K | Buy |
1,425
+53
| +4% | +$10.4K | 0.23% | 57 |
|
|
2024
Q3 | $272K | Buy |
1,372
+4
| +0.3% | +$792 | 0.21% | 61 |
|
|
2024
Q2 | $250K | Hold |
1,368
| – | – | 0.21% | 61 |
|
|
2024
Q1 | $250K | Buy |
1,368
+3
| +0.2% | +$548 | 0.21% | 64 |
|
|
2023
Q4 | $233K | Buy |
+1,365
| New | +$233K | 0.21% | 62 |
|