Financial Network Wealth Management’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
Q1 | $677K | Buy |
3,490
+8
| +0.2% | +$1.55K | 0.24% | 59 |
|
2024
Q4 | $681K | Buy |
3,482
+6
| +0.2% | +$1.17K | 0.24% | 58 |
|
2024
Q3 | $691K | Sell |
3,476
-25
| -0.7% | -$4.97K | 0.25% | 57 |
|
2024
Q2 | $642K | Buy |
+3,501
| New | +$642K | 0.24% | 58 |
|
2024
Q1 | – | Sell |
-3,487
| Closed | -$594K | – | 100 |
|
2023
Q4 | $594K | Sell |
3,487
-75
| -2% | -$12.8K | 0.26% | 55 |
|
2023
Q3 | $554K | Buy |
3,562
+154
| +5% | +$24K | 0.27% | 53 |
|
2023
Q2 | $566K | Sell |
3,408
-585
| -15% | -$97.2K | 0.26% | 55 |
|
2023
Q1 | $615K | Hold |
3,993
| – | – | 0.3% | 54 |
|
2022
Q4 | $606K | Buy |
3,993
+948
| +31% | +$144K | 0.33% | 51 |
|
2022
Q3 | $412K | Hold |
3,045
| – | – | 0.26% | 52 |
|
2022
Q2 | $437K | Sell |
3,045
-400
| -12% | -$57.4K | 0.26% | 48 |
|
2022
Q1 | $559K | Hold |
3,445
| – | – | 0.29% | 43 |
|
2021
Q4 | $592K | Buy |
3,445
+235
| +7% | +$40.4K | 0.3% | 39 |
|
2021
Q3 | $493K | Hold |
3,210
| – | – | 0.28% | 44 |
|
2021
Q2 | $497K | Hold |
3,210
| – | – | 0.29% | 42 |
|
2021
Q1 | $472K | Buy |
3,210
+350
| +12% | +$51.5K | 0.31% | 41 |
|
2020
Q4 | $404K | Buy |
+2,860
| New | +$404K | 0.32% | 46 |
|