EFG
Ethos 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 | $1.21M | Sell |
5,888
-3,916
| -40% | -$805K | 0.1% | 156 |
|
|
2025
Q1 | $1.92M | Buy |
9,804
+34
| +0.3% | +$6.66K | 0.18% | 117 |
|
|
2024
Q4 | $1.91M | Buy |
9,770
+199
| +2% | +$39K | 0.25% | 76 |
|
|
2024
Q3 | $1.9M | Buy |
9,571
+1,191
| +14% | +$237K | 0.31% | 57 |
|
|
2024
Q2 | $1.54M | Sell |
8,380
-403
| -5% | -$73.9K | 0.27% | 60 |
|
|
2024
Q1 | $1.6M | Buy |
8,783
+118
| +1% | +$21.6K | 0.3% | 57 |
|
|
2023
Q4 | $1.48M | Buy |
8,665
+548
| +7% | +$93.3K | 0.31% | 53 |
|
|
2023
Q3 | $1.27M | Buy |
8,117
+488
| +6% | +$76.2K | 0.33% | 50 |
|
|
2023
Q2 | $1.17M | Hold |
7,629
| – | – | 0.4% | 42 |
|
|
2023
Q1 | $1.17M | Buy |
7,629
+307
| +4% | +$47.3K | 0.37% | 45 |
|
|
2022
Q4 | $1.17M | Buy |
+7,322
| New | +$1.17M | 0.39% | 43 |
|