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 |
|