EA
Enclave Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $67.8M | Sell |
331,192
-38,376
| -10% | -$7.86M | 10.95% | 1 |
|
2025
Q1 | $71.7M | Sell |
369,568
-38,355
| -9% | -$7.44M | 12.24% | 1 |
|
2024
Q4 | $79.9M | Sell |
407,923
-42,756
| -9% | -$8.37M | 13.14% | 1 |
|
2024
Q3 | $89.3M | Buy |
+450,679
| New | +$89.3M | 15.13% | 1 |
|