Fermata Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $203K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $432K | Buy |
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|
2024
Q4 | $386K | Buy |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $288K | Hold |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $505K | Sell |
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|
2021
Q4 | $594K | Sell |
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|
2021
Q3 | $674K | Sell |
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|
2021
Q2 | $776K | Buy |
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