Financial Advisory Partners’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 | $9.59M | Buy |
46,841
+5,493
| +13% | +$1.12M | 3.01% | 7 |
|
|
2025
Q1 | $8.02M | Buy |
41,348
+7,527
| +22% | +$1.46M | 2.68% | 6 |
|
|
2024
Q4 | $6.62M | Buy |
33,821
+2,214
| +7% | +$434K | 2.2% | 7 |
|
|
2024
Q3 | $6.26M | Buy |
31,607
+1,829
| +6% | +$362K | 2.08% | 7 |
|
|
2024
Q2 | $5.44M | Sell |
29,778
-816
| -3% | -$149K | 2.03% | 9 |
|
|
2024
Q1 | $5.59M | Sell |
30,594
-3,296
| -10% | -$602K | 2.16% | 8 |
|
|
2023
Q4 | $5.77M | Buy |
33,890
+2,069
| +7% | +$353K | 2.1% | 8 |
|
|
2023
Q3 | $4.94M | Sell |
31,821
-762
| -2% | -$118K | 1.99% | 8 |
|
|
2023
Q2 | $5.29M | Sell |
32,583
-122
| -0.4% | -$19.8K | 2.04% | 8 |
|
|
2023
Q1 | $5.04M | Buy |
32,705
+1,981
| +6% | +$305K | 1.99% | 8 |
|
|
2022
Q4 | $4.67M | Buy |
30,724
+241
| +0.8% | +$36.6K | 1.92% | 8 |
|
|
2022
Q3 | $4.12M | Buy |
30,483
+895
| +3% | +$121K | 1.79% | 10 |
|
|
2022
Q2 | $4.24M | Buy |
29,588
+1,709
| +6% | +$245K | 1.75% | 16 |
|
|
2022
Q1 | $4.52M | Buy |
27,879
+3,245
| +13% | +$526K | 1.67% | 16 |
|
|
2021
Q4 | $4.23M | Buy |
+24,634
| New | +$4.23M | 1.54% | 26 |
|