Financial Advocates Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Advocates Investment Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.03M	Sell	5,042 -32,717	-87%	-$6.7M	0.08%	227
2025 Q1	$7.32M	Sell	37,759 -15,375	-29%	-$2.98M	0.51%	41
2024 Q4	$10.4M	Buy	53,134 +10,706	+25%	+$2.1M	0.59%	35
2024 Q3	$8.4M	Buy	42,428 +5,196	+14%	+$1.03M	0.47%	47
2024 Q2	$6.8M	Sell	37,232 -326	-0.9%	-$59.5K	0.42%	48
2024 Q1	$6.86M	Buy	37,558 +398	+1%	+$72.7K	0.4%	60
2023 Q4	$6.33M	Sell	37,160 -1,166	-3%	-$199K	0.41%	60
2023 Q3	$5.96M	Buy	38,326 +1,941	+5%	+$302K	0.43%	54
2023 Q2	$5.91M	Buy	36,385 +1,682	+5%	+$273K	0.42%	56
2023 Q1	$5.34M	Sell	34,703 -900	-3%	-$139K	0.38%	54
2022 Q4	$5.41M	Buy	35,603 +1,427	+4%	+$217K	0.4%	55
2022 Q3	$4.62M	Buy	34,176 +224	+0.7%	+$30.3K	0.38%	62
2022 Q2	$4.87M	Sell	33,952 -12,494	-27%	-$1.79M	0.4%	63
2022 Q1	$7.53M	Sell	46,446 -2,270	-5%	-$368K	0.5%	38
2021 Q4	$8.37M	Buy	48,716 +708	+1%	+$122K	0.53%	30
2021 Q3	$7.37M	Buy	48,008 +27,512	+134%	+$4.23M	0.5%	36
2021 Q2	$3.19M	Sell	20,496 -20,599	-50%	-$3.21M	0.21%	112
2021 Q1	$6.04M	Buy	41,095 +329	+0.8%	+$48.4K	0.43%	44
2020 Q4	$5.76M	Buy	40,766 +1,116	+3%	+$158K	0.39%	55
2020 Q3	$5.1M	Buy	39,650 +15,284	+63%	+$1.97M	0.44%	47
2020 Q2	$2.86M	Buy	24,366 +2,066	+9%	+$242K	0.27%	87
2020 Q1	$2.31M	Sell	22,300 -4,223	-16%	-$437K	0.33%	77
2019 Q4	$3.31M	Buy	26,523 +4,838	+22%	+$603K	0.35%	71
2019 Q3	$2.59M	Buy	21,685 +2,411	+13%	+$288K	0.3%	86
2019 Q2	$2.22M	Buy	19,274 +546	+3%	+$62.9K	0.26%	102
2019 Q1	$2.05M	Sell	18,728 -16,220	-46%	-$1.78M	0.26%	107
2018 Q4	$3.42M	Sell	34,948 -6,386	-15%	-$625K	0.47%	54
2018 Q3	$4.58M	Sell	41,334 -975	-2%	-$108K	0.51%	47
2018 Q2	$4.3M	Buy	42,309 +1,783	+4%	+$181K	0.52%	47
2018 Q1	$4.1M	Sell	40,526 -1,234	-3%	-$125K	0.53%	43
2017 Q4	$4.26M	Buy	+41,760	New	+$4.26M	0.58%	38