Financial Synergies Wealth Advisors’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 | $263K | Sell |
1,285
-17
| -1% | -$3.49K | 0.03% | 84 |
|
|
2025
Q1 | $253K | Hold |
1,302
| – | – | 0.03% | 74 |
|
|
2024
Q4 | $255K | Sell |
1,302
-155
| -11% | -$30.4K | 0.03% | 65 |
|
|
2024
Q3 | $289K | Buy |
1,457
+267
| +22% | +$53K | 0.04% | 63 |
|
|
2024
Q2 | $218K | Hold |
1,190
| – | – | 0.03% | 66 |
|
|
2024
Q1 | $217K | Sell |
1,190
-68
| -5% | -$12.4K | 0.03% | 67 |
|
|
2023
Q4 | $191K | Buy |
1,258
+56
| +5% | +$8.51K | 0.03% | 66 |
|
|
2023
Q3 | $187K | Hold |
1,202
| – | – | 0.03% | 65 |
|
|
2023
Q2 | $196K | Sell |
1,202
-56
| -4% | -$9.11K | 0.03% | 65 |
|
|
2023
Q1 | $194K | Hold |
1,258
| – | – | 0.03% | 65 |
|
|
2022
Q4 | $191K | Sell |
1,258
-156
| -11% | -$23.7K | 0.03% | 66 |
|
|
2022
Q3 | $191K | Buy |
1,414
+513
| +57% | +$69.3K | 0.03% | 67 |
|
|
2022
Q2 | $129K | Buy |
+901
| New | +$129K | 0.02% | 75 |
|