Demars Financial Group’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 | $371K | Sell |
1,812
-343,432
| -99% | -$70.3M | 0.14% | 65 |
|
|
2025
Q1 | $1.78M | Sell |
345,244
-7,538
| -2% | -$38.9K | 0.05% | 65 |
|
|
2024
Q4 | $1.8M | Buy |
352,782
+350,908
| +18,725% | +$1.79M | 0.06% | 64 |
|
|
2024
Q3 | $371K | Sell |
1,874
-8
| -0.4% | -$1.59K | 0.17% | 55 |
|
|
2024
Q2 | $344K | Sell |
1,882
-19
| -1% | -$3.47K | 0.16% | 54 |
|
|
2024
Q1 | $347K | Buy |
1,901
+11
| +0.6% | +$2.01K | 0.17% | 54 |
|
|
2023
Q4 | $322K | Sell |
1,890
-837
| -31% | -$143K | 0.17% | 53 |
|
|
2023
Q3 | $424K | Hold |
2,727
| – | – | 0.24% | 56 |
|
|
2023
Q2 | $443K | Sell |
2,727
-64
| -2% | -$10.4K | 0.25% | 55 |
|
|
2023
Q1 | $430K | Sell |
2,791
-17
| -0.6% | -$2.62K | 0.24% | 56 |
|
|
2022
Q4 | $426K | Sell |
2,808
-952
| -25% | -$145K | 0.24% | 52 |
|
|
2022
Q3 | $508K | Hold |
3,760
| – | – | 0.3% | 48 |
|
|
2022
Q2 | $539K | Sell |
3,760
-3,488
| -48% | -$500K | 0.31% | 53 |
|
|
2022
Q1 | $1.18M | Sell |
7,248
-60,839
| -89% | -$9.86M | 0.59% | 38 |
|
|
2021
Q4 | $11.7M | Buy |
68,087
+2,667
| +4% | +$458K | 6.19% | 2 |
|
|
2021
Q3 | $10M | Sell |
65,420
-7,507
| -10% | -$1.15M | 5.92% | 3 |
|
|
2021
Q2 | $11.3M | Buy |
72,927
+3,555
| +5% | +$550K | 6.79% | 2 |
|
|
2021
Q1 | $10.2M | Sell |
69,372
-729
| -1% | -$107K | 6.86% | 3 |
|
|
2020
Q4 | $9.9M | Buy |
70,101
+68,175
| +3,540% | +$9.62M | 7% | 3 |
|
|
2020
Q3 | $248K | Buy |
1,926
+113
| +6% | +$14.6K | 0.19% | 54 |
|
|
2020
Q2 | $212K | Buy |
+1,813
| New | +$212K | 0.18% | 59 |
|