Family CFO’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 | $21M | Buy |
102,772
+1,116
| +1% | +$228K | 10.53% | 2 |
|
|
2025
Q1 | $19.7M | Buy |
101,656
+2,311
| +2% | +$448K | 10.82% | 2 |
|
|
2024
Q4 | $19.5M | Buy |
99,345
+3,234
| +3% | +$633K | 10.71% | 2 |
|
|
2024
Q3 | $19M | Sell |
96,111
-141
| -0.1% | -$27.9K | 10.74% | 2 |
|
|
2024
Q2 | $17.6M | Sell |
96,252
-140
| -0.1% | -$25.6K | 10.82% | 2 |
|
|
2024
Q1 | $17.6M | Sell |
96,392
-1,095
| -1% | -$200K | 10.9% | 2 |
|
|
2023
Q4 | $16.6M | Buy |
97,487
+661
| +0.7% | +$113K | 10.71% | 2 |
|
|
2023
Q3 | $15M | Buy |
96,826
+3,131
| +3% | +$486K | 10.82% | 2 |
|
|
2023
Q2 | $15.2M | Sell |
93,695
-1,695
| -2% | -$275K | 10.74% | 2 |
|
|
2023
Q1 | $14.7M | Buy |
95,390
+14,263
| +18% | +$2.2M | 11.21% | 2 |
|
|
2022
Q4 | $12.3M | Buy |
81,127
+3,234
| +4% | +$491K | 11.06% | 2 |
|
|
2022
Q3 | $10.5M | Buy |
77,893
+9,508
| +14% | +$1.29M | 11.16% | 2 |
|
|
2022
Q2 | $9.81M | Buy |
68,385
+192
| +0.3% | +$27.5K | 10.72% | 2 |
|
|
2022
Q1 | $11.1M | Sell |
68,193
-1,600
| -2% | -$259K | 11.23% | 2 |
|
|
2021
Q4 | $12M | Buy |
+69,793
| New | +$12M | 11.57% | 2 |
|