Convergence Financial’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 | $617K | Buy |
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|
2025
Q2 | $581K | Buy |
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|
2025
Q1 | $532K | Sell |
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|
2024
Q4 | $564K | Sell |
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|
2024
Q3 | $607K | Sell |
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|
2024
Q2 | $674K | Buy |
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|
2024
Q1 | $313K | Buy |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $270K | Buy |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $280K | Sell |
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|
2021
Q4 | $298K | Buy |
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