Ehrlich 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 | $2.29M | Sell |
11,195
-6,727
| -38% | -$1.38M | 1.48% | 21 |
|
2025
Q1 | $3.48M | Sell |
17,922
-265
| -1% | -$51.4K | 2.53% | 7 |
|
2024
Q4 | $3.56M | Buy |
18,187
+25
| +0.1% | +$4.9K | 2.53% | 9 |
|
2024
Q3 | $3.6M | Sell |
18,162
-417
| -2% | -$82.6K | 2.57% | 11 |
|
2024
Q2 | $3.39M | Buy |
18,579
+571
| +3% | +$104K | 2.68% | 11 |
|
2024
Q1 | $3.29M | Sell |
18,008
-1,133
| -6% | -$207K | 2.77% | 10 |
|
2023
Q4 | $3.26M | Buy |
+19,141
| New | +$3.26M | 3.27% | 6 |
|