EFG
Embree 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 | $3.76M | Hold |
18,354
| – | – | 0.57% | 38 |
|
|
2025
Q1 | $3.56M | Buy |
18,354
+27
| +0.1% | +$5.24K | 0.6% | 38 |
|
|
2024
Q4 | $3.59M | Buy |
18,327
+317
| +2% | +$62.1K | 0.61% | 32 |
|
|
2024
Q3 | $3.57M | Buy |
18,010
+50
| +0.3% | +$9.9K | 0.64% | 34 |
|
|
2024
Q2 | $3.28M | Hold |
17,960
| – | – | 0.63% | 37 |
|
|
2024
Q1 | $3.28M | Sell |
17,960
-411
| -2% | -$75.1K | 0.64% | 34 |
|
|
2023
Q4 | $3.13M | Buy |
+18,371
| New | +$3.13M | 0.66% | 35 |
|