Concord Wealth Partners’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 | $283K | Buy |
|
|||||
|
2025
Q2 | $268K | Sell |
|
|||||
|
2025
Q1 | $254K | Buy |
|
|||||
|
2024
Q4 | $256K | Buy |
|
|||||
|
2024
Q3 | $257K | Buy |
|
|||||
|
2024
Q2 | $236K | Hold |
|
|||||
|
2024
Q1 | $237K | Sell |
|
|||||
|
2023
Q4 | $239K | Buy |
|
|||||
|
2023
Q3 | $216K | Buy |
|
|||||
|
2023
Q2 | $121K | Sell |
|
|||||
|
2023
Q1 | $163K | Buy |
|
|||||
|
2022
Q4 | $160K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $150K | Buy |
|
|||||
|
2022
Q1 | $169K | Buy |
|
|||||
|
2021
Q4 | $179K | Buy |
|