Financial Synergies Wealth 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 | $281K | Buy |
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|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $289K | Buy |
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|
2024
Q2 | $218K | Hold |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $191K | Buy |
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|
2023
Q3 | $187K | Hold |
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|
2023
Q2 | $196K | Sell |
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|
2023
Q1 | $194K | Hold |
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|
2022
Q4 | $191K | Sell |
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|
2022
Q3 | $191K | Buy |
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|
2022
Q2 | $129K | Buy |
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