Comprehensive Financial Consultants Institutional’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 | $2.02M | Sell |
9,855
-115
| -1% | -$23.5K | 0.66% | 58 |
|
|
2025
Q1 | $1.93M | Buy |
9,970
+48
| +0.5% | +$9.31K | 0.69% | 52 |
|
|
2024
Q4 | $1.94M | Sell |
9,922
-43
| -0.4% | -$8.42K | 0.71% | 52 |
|
|
2024
Q3 | $1.97M | Sell |
9,965
-309
| -3% | -$61.2K | 0.72% | 54 |
|
|
2024
Q2 | $1.88M | Sell |
10,274
-13
| -0.1% | -$2.37K | 0.73% | 53 |
|
|
2024
Q1 | $1.88M | Sell |
10,287
-172
| -2% | -$31.4K | 0.78% | 49 |
|
|
2023
Q4 | $1.78M | Buy |
10,459
+102
| +1% | +$17.4K | 0.83% | 43 |
|
|
2023
Q3 | $1.61M | Buy |
10,357
+62
| +0.6% | +$9.63K | 0.85% | 40 |
|
|
2023
Q2 | $1.68M | Sell |
10,295
-207
| -2% | -$33.8K | 0.89% | 35 |
|
|
2023
Q1 | $1.62M | Buy |
10,502
+48
| +0.5% | +$7.39K | 0.91% | 32 |
|
|
2022
Q4 | $1.63M | Buy |
10,454
+221
| +2% | +$34.5K | 0.99% | 32 |
|
|
2022
Q3 | $1.43M | Sell |
10,233
-489
| -5% | -$68.1K | 0.94% | 38 |
|
|
2022
Q2 | $1.54M | Sell |
10,722
-52
| -0.5% | -$7.48K | 1.1% | 30 |
|
|
2022
Q1 | $1.65M | Buy |
10,774
+413
| +4% | +$63.2K | 1.15% | 30 |
|
|
2021
Q4 | $1.65M | Buy |
+10,361
| New | +$1.65M | 1.06% | 27 |
|