Evernest Financial Advisors’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 | $1.17M | Hold |
5,694
| – | – | 0.38% | 56 |
|
|
2025
Q1 | $1.1M | Buy |
5,694
+19
| +0.3% | +$3.69K | 0.4% | 57 |
|
|
2024
Q4 | $1.11M | Buy |
5,675
+32
| +0.6% | +$6.27K | 0.29% | 62 |
|
|
2024
Q3 | $1.12M | Buy |
5,643
+18
| +0.3% | +$3.57K | 0.3% | 58 |
|
|
2024
Q2 | $1.03M | Hold |
5,625
| – | – | 0.46% | 50 |
|
|
2024
Q1 | $980K | Sell |
5,625
-1,791
| -24% | -$312K | 0.46% | 48 |
|
|
2023
Q4 | $1.26M | Buy |
+7,416
| New | +$1.26M | 0.64% | 36 |
|
|
2021
Q4 | $986K | Buy |
+5,609
| New | +$986K | 0.51% | 43 |
|