Fortis Capital 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
Q2 | $218K | Buy |
+1,064
| New | +$218K | 0.03% | 155 |
|
2024
Q3 | – | Sell |
-1,099
| Closed | -$201K | – | 136 |
|
2024
Q2 | $201K | Sell |
1,099
-200
| -15% | -$36.5K | 0.04% | 119 |
|
2024
Q1 | $237K | Buy |
1,299
+1
| +0.1% | +$183 | 0.06% | 102 |
|
2023
Q4 | $221K | Buy |
1,298
+1
| +0.1% | +$170 | 0.06% | 125 |
|
2023
Q3 | $201K | Buy |
+1,297
| New | +$201K | 0.06% | 121 |
|