DFG
Dupree Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.46M | Sell |
16,901
-95
| -0.6% | -$19.4K | 1.36% | 29 |
|
2025
Q1 | $3.3M | Sell |
16,996
-164
| -1% | -$31.8K | 1.34% | 24 |
|
2024
Q4 | $3.36M | Sell |
17,160
-525
| -3% | -$103K | 1.54% | 24 |
|
2024
Q3 | $3.5M | Sell |
17,685
-763
| -4% | -$151K | 1.4% | 27 |
|
2024
Q2 | $3.37M | Buy |
18,448
+4,492
| +32% | +$820K | 1.53% | 22 |
|
2024
Q1 | $2.55M | Buy |
13,956
+430
| +3% | +$78.5K | 1.13% | 28 |
|
2023
Q4 | $2.3M | Buy |
+13,526
| New | +$2.3M | 1.13% | 26 |
|