Curran Financial 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 | $8.73M | Buy |
42,670
+5,357
| +14% | +$1.1M | 1.93% | 16 |
|
|
2025
Q1 | $7.24M | Buy |
37,313
+3,049
| +9% | +$591K | 1.78% | 18 |
|
|
2024
Q4 | $6.71M | Buy |
34,264
+1,660
| +5% | +$325K | 1.76% | 17 |
|
|
2024
Q3 | $6.46M | Buy |
32,604
+1,228
| +4% | +$243K | 1.83% | 14 |
|
|
2024
Q2 | $5.73M | Buy |
31,376
+184
| +0.6% | +$33.6K | 1.92% | 14 |
|
|
2024
Q1 | $5.7M | Buy |
31,192
+220
| +0.7% | +$40.2K | 1.98% | 15 |
|
|
2023
Q4 | $5.34M | Buy |
30,972
+99
| +0.3% | +$17.1K | 2.05% | 15 |
|
|
2023
Q3 | $4.8M | Buy |
30,873
+855
| +3% | +$133K | 2.09% | 15 |
|
|
2023
Q2 | $4.88M | Buy |
30,018
+1,207
| +4% | +$196K | 2.12% | 14 |
|
|
2023
Q1 | $4.44M | Buy |
28,811
+2,492
| +9% | +$384K | 2.11% | 16 |
|
|
2022
Q4 | $4M | Buy |
26,319
+1,970
| +8% | +$299K | 1.93% | 17 |
|
|
2022
Q3 | $3.29M | Buy |
24,349
+779
| +3% | +$105K | 1.67% | 18 |
|
|
2022
Q2 | $3.38M | Buy |
23,570
+3,775
| +19% | +$542K | 1.6% | 19 |
|
|
2022
Q1 | $3.21M | Buy |
19,795
+744
| +4% | +$121K | 1.32% | 25 |
|
|
2021
Q4 | $3.27M | Sell |
19,051
-2,955
| -13% | -$508K | 1.39% | 17 |
|
|
2021
Q3 | $3.39M | Buy |
22,006
+2,021
| +10% | +$311K | 1.73% | 20 |
|
|
2021
Q2 | $3.09M | Buy |
19,985
+3,597
| +22% | +$557K | 1.7% | 21 |
|
|
2021
Q1 | $2.41M | Buy |
16,388
+2,680
| +20% | +$394K | 1.73% | 17 |
|
|
2020
Q4 | $1.94M | Buy |
+13,708
| New | +$1.94M | 1.66% | 18 |
|