Congress Wealth Management’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
Q2 | $70.8M | Buy |
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|
2025
Q1 | $65.1M | Buy |
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|
2024
Q4 | $64.7M | Buy |
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|
2024
Q3 | $65.1M | Buy |
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|
2024
Q2 | $536K | Buy |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $801K | Buy |
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|
2023
Q3 | $662K | Buy |
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|
2023
Q2 | $484K | Sell |
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|
2023
Q1 | $485K | Sell |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $453K | Hold |
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|
2022
Q2 | $482K | Buy |
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|
2022
Q1 | $541K | Sell |
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|
2021
Q4 | $868K | Buy |
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