Buffington Mohr McNeal’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
Q1 | – | Sell |
-2,117
| Closed | -$415K | – | 138 |
|
|
2024
Q4 | $415K | Sell |
2,117
-81
| -4% | -$15.9K | 0.07% | 97 |
|
|
2024
Q3 | $435K | Sell |
2,198
-20
| -0.9% | -$3.96K | 0.07% | 99 |
|
|
2024
Q2 | $405K | Sell |
2,218
-44
| -2% | -$8.03K | 0.07% | 96 |
|
|
2024
Q1 | $413K | Sell |
2,262
-176
| -7% | -$32.1K | 0.07% | 100 |
|
|
2023
Q4 | $415K | Sell |
2,438
-46
| -2% | -$7.84K | 0.08% | 96 |
|
|
2023
Q3 | $386K | Sell |
2,484
-92
| -4% | -$14.3K | 0.09% | 99 |
|
|
2023
Q2 | $418K | Sell |
2,576
-82
| -3% | -$13.3K | 0.09% | 93 |
|
|
2023
Q1 | $409K | Hold |
2,658
| – | – | 0.09% | 98 |
|
|
2022
Q4 | $404K | Buy |
2,658
+1,111
| +72% | +$169K | 0.09% | 99 |
|
|
2022
Q3 | $209K | Buy |
+1,547
| New | +$209K | 0.05% | 119 |
|
|
2022
Q2 | – | Sell |
-1,268
| Closed | -$206K | – | 127 |
|
|
2022
Q1 | $206K | Hold |
1,268
| – | – | 0.04% | 122 |
|
|
2021
Q4 | $218K | Buy |
+1,268
| New | +$218K | 0.04% | 130 |
|
|
2019
Q2 | – | Sell |
-1,681
| Closed | -$184K | – | 320 |
|
|
2019
Q1 | $184K | Buy |
+1,681
| New | +$184K | 0.06% | 121 |
|
|
2017
Q1 | – | Sell |
-1,371
| Closed | -$117K | – | 134 |
|
|
2016
Q4 | $117K | Buy |
+1,371
| New | +$117K | 0.04% | 153 |
|