Davies Financial Advisors’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 | $752K | Hold |
3,673
| – | – | 0.58% | 35 |
|
|
2025
Q1 | $712K | Buy |
3,673
+1,456
| +66% | +$282K | 0.61% | 36 |
|
|
2024
Q4 | $434K | Buy |
2,217
+17
| +0.8% | +$3.33K | 0.37% | 46 |
|
|
2024
Q3 | $436K | Buy |
2,200
+59
| +3% | +$11.7K | 0.38% | 50 |
|
|
2024
Q2 | $391K | Buy |
2,141
+418
| +24% | +$76.3K | 0.36% | 50 |
|
|
2024
Q1 | $315K | Buy |
+1,723
| New | +$315K | 0.32% | 46 |
|