Compass Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $299K | Buy |
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|
2025
Q2 | $283K | Hold |
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|
2025
Q1 | $267K | Buy |
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|
2024
Q4 | $268K | Buy |
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|
2024
Q3 | $240K | Buy |
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|
2024
Q2 | $221K | Hold |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $212K | Sell |
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $399K | Sell |
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|
2022
Q1 | $511K | Sell |
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|
2021
Q4 | $551K | Sell |
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|
2021
Q3 | $9.95M | Buy |
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|
2021
Q2 | $9.7M | Buy |
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|
2021
Q1 | $8.03M | Buy |
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