Carson Advisory’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 | $1.15M | Buy |
5,631
+31
| +0.6% | +$6.35K | 0.73% | 32 |
|
|
2025
Q1 | $1.09M | Buy |
5,600
+1,126
| +25% | +$218K | 0.73% | 35 |
|
|
2024
Q4 | $876K | Sell |
4,474
-273
| -6% | -$53.5K | 0.61% | 48 |
|
|
2024
Q3 | $940K | Buy |
4,747
+667
| +16% | +$132K | 0.59% | 44 |
|
|
2024
Q2 | $745K | Buy |
4,080
+388
| +11% | +$70.8K | 0.52% | 57 |
|
|
2024
Q1 | $674K | Buy |
3,692
+249
| +7% | +$45.5K | 0.47% | 66 |
|
|
2023
Q4 | $587K | Sell |
3,443
-21
| -0.6% | -$3.58K | 0.46% | 70 |
|
|
2023
Q3 | $538K | Buy |
3,464
+31
| +0.9% | +$4.82K | 0.47% | 73 |
|
|
2023
Q2 | $558K | Buy |
3,433
+4
| +0.1% | +$650 | 0.47% | 73 |
|
|
2023
Q1 | $528K | Buy |
3,429
+199
| +6% | +$30.6K | 0.47% | 71 |
|
|
2022
Q4 | $490K | Buy |
3,230
+521
| +19% | +$79.1K | 0.47% | 59 |
|
|
2022
Q3 | $366K | Buy |
2,709
+119
| +5% | +$16.1K | 0.41% | 67 |
|
|
2022
Q2 | $372K | Sell |
2,590
-525
| -17% | -$75.4K | 0.42% | 70 |
|
|
2022
Q1 | $505K | Buy |
3,115
+632
| +25% | +$102K | 0.5% | 57 |
|
|
2021
Q4 | $426K | Buy |
+2,483
| New | +$426K | 0.43% | 59 |
|