CBIZ Investment Advisory Services’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 | $42.6K | Hold |
208
| – | – | ﹤0.01% | 151 |
|
|
2025
Q1 | $40.4K | Hold |
208
| – | – | ﹤0.01% | 136 |
|
|
2024
Q4 | $40.7K | Hold |
208
| – | – | ﹤0.01% | 126 |
|
|
2024
Q3 | $41.2K | Hold |
208
| – | – | ﹤0.01% | 122 |
|
|
2024
Q2 | $38K | Hold |
208
| – | – | ﹤0.01% | 117 |
|
|
2024
Q1 | $38K | Buy |
+208
| New | +$38K | ﹤0.01% | 113 |
|
|
2021
Q4 | – | Hold |
0
| – | -$39K | – | 93 |
|
|
2021
Q3 | – | Hold |
0
| – | -$20K | – | 64 |
|
|
2021
Q2 | – | Hold |
0
| – | -$19K | – | 73 |
|
|
2021
Q1 | – | Hold |
0
| – | -$18K | – | 67 |
|
|
2020
Q4 | – | Hold |
0
| – | -$16K | – | 74 |
|
|
2020
Q3 | – | Hold |
0
| – | -$15K | – | 82 |
|
|
2020
Q2 | – | Hold |
0
| – | -$13K | – | 88 |
|
|
2020
Q1 | – | Hold |
0
| – | -$16K | – | 132 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 110 |
|