Certuity’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
$540K Buy
2,639
+657
+33% +$134K 0.05% 194
2025
Q1
$384K Sell
1,982
-18
-0.9% -$3.49K 0.04% 222
2024
Q4
$392K Hold
2,000
0.04% 219
2024
Q3
$396K Buy
2,000
+166
+9% +$32.9K 0.04% 208
2024
Q2
$335K Sell
1,834
-251
-12% -$45.8K 0.03% 234
2024
Q1
$381K Sell
2,085
-34
-2% -$6.21K 0.03% 201
2023
Q4
$361K Sell
2,119
-334
-14% -$56.9K 0.04% 218
2023
Q3
$381K Buy
2,453
+509
+26% +$79.1K 0.04% 169
2023
Q2
$316K Sell
1,944
-329
-14% -$53.4K 0.04% 192
2023
Q1
$350K Buy
2,273
+239
+12% +$36.8K 0.05% 141
2022
Q4
$309K Sell
2,034
-372
-15% -$56.5K 0.05% 151
2022
Q3
$325K Sell
2,406
-63
-3% -$8.51K 0.08% 123
2022
Q2
$354K Sell
2,469
-1,348
-35% -$193K 0.09% 125
2022
Q1
$619K Buy
3,817
+800
+27% +$130K 0.13% 111
2021
Q4
$518K Hold
3,017
0.11% 130
2021
Q3
$463K Buy
3,017
+946
+46% +$145K 0.09% 169
2021
Q2
$321K Buy
2,071
+5
+0.2% +$775 0.07% 218
2021
Q1
$304K Hold
2,066
0.08% 199
2020
Q4
$292K Hold
2,066
0.09% 151
2020
Q3
$266K Buy
+2,066
New +$266K 0.11% 131
2020
Q1
Sell
-1,605
Closed -$200K 189
2019
Q4
$200K Buy
+1,605
New +$200K 0.1% 164