CarsonAllaria Wealth Management’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 | $21.8K | Hold |
106
| – | – | 0.01% | 190 |
|
|
2025
Q1 | $20.7K | Buy |
106
+1
| +1% | +$195 | 0.01% | 192 |
|
|
2024
Q4 | $20.7K | Hold |
105
| – | – | 0.01% | 196 |
|
|
2024
Q3 | $20.8K | Buy |
105
+1
| +1% | +$198 | 0.01% | 201 |
|
|
2024
Q2 | $19.1K | Hold |
104
| – | – | 0.01% | 196 |
|
|
2024
Q1 | $19.1K | Hold |
104
| – | – | 0.01% | 193 |
|
|
2023
Q4 | $17.7K | Buy |
104
+1
| +1% | +$171 | 0.01% | 180 |
|
|
2023
Q3 | $16K | Buy |
103
+1
| +1% | +$155 | 0.01% | 180 |
|
|
2023
Q2 | $16.7K | Hold |
102
| – | – | 0.01% | 184 |
|
|
2023
Q1 | $15.8K | Hold |
102
| – | – | 0.01% | 182 |
|
|
2022
Q4 | $15K | Buy |
102
+1
| +1% | +$147 | 0.01% | 173 |
|
|
2022
Q3 | $14K | Buy |
101
+1
| +1% | +$139 | 0.01% | 169 |
|
|
2022
Q2 | $14K | Hold |
100
| – | – | 0.01% | 169 |
|
|
2022
Q1 | $16K | Hold |
100
| – | – | 0.01% | 169 |
|
|
2021
Q4 | $17K | Buy |
+100
| New | +$17K | 0.02% | 183 |
|