FPCG
Forum Private Client Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Sell |
26,309
-541
| -2% | -$111K | 2.08% | 14 |
|
|
2025
Q1 | $5.21M | Sell |
26,850
-659
| -2% | -$128K | 2.26% | 13 |
|
|
2024
Q4 | $5.39M | Sell |
27,509
-1,277
| -4% | -$250K | 2.4% | 13 |
|
|
2024
Q3 | $5.7M | Sell |
28,786
-2,236
| -7% | -$443K | 2.53% | 12 |
|
|
2024
Q2 | $5.66M | Sell |
31,022
-2,292
| -7% | -$418K | 2.69% | 13 |
|
|
2024
Q1 | $6.08M | Sell |
33,314
-3,477
| -9% | -$635K | 2.94% | 10 |
|
|
2023
Q4 | $6.27M | Buy |
+36,791
| New | +$6.27M | 3.27% | 11 |
|
|
2023
Q3 | – | Sell |
-42,532
| Closed | -$6.91M | – | 63 |
|
|
2023
Q2 | $6.91M | Sell |
42,532
-1,830
| -4% | -$297K | 3.96% | 9 |
|
|
2023
Q1 | $6.83M | Sell |
44,362
-1,698
| -4% | -$262K | 4.32% | 8 |
|
|
2022
Q4 | $6.99M | Sell |
46,060
-1,635
| -3% | -$248K | 4.83% | 6 |
|
|
2022
Q3 | $6.45M | Sell |
47,695
-920
| -2% | -$124K | 4.82% | 6 |
|
|
2022
Q2 | $6.98M | Buy |
48,615
+9,178
| +23% | +$1.32M | 5.07% | 6 |
|
|
2022
Q1 | $6.4M | Buy |
+39,437
| New | +$6.4M | 4.97% | 7 |
|