Fortis Group 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 | $1.89M | Sell |
9,196
-3,609
| -28% | -$743K | 0.34% | 72 |
|
|
2025
Q1 | $2.48M | Buy |
12,805
+1,384
| +12% | +$268K | 0.48% | 61 |
|
|
2024
Q4 | $2.24M | Buy |
11,421
+6,379
| +127% | +$1.25M | 0.42% | 63 |
|
|
2024
Q3 | $999K | Sell |
5,042
-74
| -1% | -$14.7K | 0.18% | 94 |
|
|
2024
Q2 | $934K | Sell |
5,116
-383
| -7% | -$69.9K | 0.19% | 81 |
|
|
2024
Q1 | $1M | Sell |
5,499
-1,932
| -26% | -$353K | 0.18% | 90 |
|
|
2023
Q4 | $1.17M | Buy |
7,431
+805
| +12% | +$127K | 0.29% | 42 |
|
|
2023
Q3 | $1.02M | Buy |
6,626
+2,315
| +54% | +$357K | 0.31% | 41 |
|
|
2023
Q2 | $700K | Sell |
4,311
-1,481
| -26% | -$241K | 0.19% | 70 |
|
|
2023
Q1 | $913K | Buy |
+5,792
| New | +$913K | 0.28% | 49 |
|
|
2020
Q3 | $34K | Buy |
+272
| New | +$34K | 0.01% | 221 |
|