Forum Financial 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 | $1.43M | Buy |
6,994
+28
| +0.4% | +$5.73K | 0.02% | 159 |
|
|
2025
Q1 | $1.35M | Buy |
6,966
+464
| +7% | +$90K | 0.02% | 170 |
|
|
2024
Q4 | $1.27M | Buy |
6,502
+176
| +3% | +$34.5K | 0.02% | 170 |
|
|
2024
Q3 | $1.25M | Buy |
6,326
+840
| +15% | +$166K | 0.02% | 156 |
|
|
2024
Q2 | $1M | Buy |
5,486
+616
| +13% | +$112K | 0.02% | 177 |
|
|
2024
Q1 | $889K | Buy |
4,870
+158
| +3% | +$28.9K | 0.02% | 205 |
|
|
2023
Q4 | $803K | Buy |
4,712
+508
| +12% | +$86.6K | 0.02% | 195 |
|
|
2023
Q3 | $653K | Sell |
4,204
-17
| -0.4% | -$2.64K | 0.01% | 219 |
|
|
2023
Q2 | $686K | Sell |
4,221
-165
| -4% | -$26.8K | 0.02% | 225 |
|
|
2023
Q1 | $675K | Sell |
4,386
-47
| -1% | -$7.24K | 0.02% | 202 |
|
|
2022
Q4 | $673K | Buy |
4,433
+2,817
| +174% | +$428K | 0.02% | 196 |
|
|
2022
Q3 | $218K | Sell |
1,616
-240
| -13% | -$32.4K | 0.01% | 472 |
|
|
2022
Q2 | $266K | Sell |
1,856
-163
| -8% | -$23.4K | 0.01% | 399 |
|
|
2022
Q1 | $327K | Sell |
2,019
-11
| -0.5% | -$1.78K | 0.02% | 353 |
|
|
2021
Q4 | $349K | Buy |
+2,030
| New | +$349K | 0.02% | 344 |
|