Concord Wealth Partners’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 | $268K | Sell |
1,307
-1
| -0.1% | -$205 | 0.04% | 178 |
|
|
2025
Q1 | $254K | Buy |
1,308
+3
| +0.2% | +$582 | 0.04% | 176 |
|
|
2024
Q4 | $256K | Buy |
1,305
+6
| +0.5% | +$1.18K | 0.04% | 182 |
|
|
2024
Q3 | $257K | Buy |
1,299
+4
| +0.3% | +$792 | 0.04% | 187 |
|
|
2024
Q2 | $236K | Hold |
1,295
| – | – | 0.04% | 181 |
|
|
2024
Q1 | $237K | Sell |
1,295
-105
| -8% | -$19.2K | 0.04% | 196 |
|
|
2023
Q4 | $239K | Buy |
1,400
+7
| +0.5% | +$1.19K | 0.05% | 178 |
|
|
2023
Q3 | $216K | Buy |
1,393
+651
| +88% | +$101K | 0.05% | 192 |
|
|
2023
Q2 | $121K | Sell |
742
-317
| -30% | -$51.5K | 0.03% | 250 |
|
|
2023
Q1 | $163K | Buy |
1,059
+4
| +0.4% | +$616 | 0.05% | 189 |
|
|
2022
Q4 | $160K | Buy |
+1,055
| New | +$160K | 0.05% | 184 |
|
|
2022
Q3 | – | Sell |
-1,047
| Closed | -$150K | – | 1110 |
|
|
2022
Q2 | $150K | Buy |
1,047
+3
| +0.3% | +$430 | 0.04% | 201 |
|
|
2022
Q1 | $169K | Buy |
1,044
+3
| +0.3% | +$486 | 0.04% | 206 |
|
|
2021
Q4 | $179K | Buy |
+1,041
| New | +$179K | 0.04% | 207 |
|