Founders Financial Alliance’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 | $1.98M | Buy |
9,657
+228
| +2% | +$46.7K | 0.45% | 52 |
|
|
2025
Q1 | $1.83M | Buy |
9,429
+1,186
| +14% | +$230K | 0.44% | 49 |
|
|
2024
Q4 | $1.61M | Buy |
8,243
+302
| +4% | +$59.1K | 0.44% | 48 |
|
|
2024
Q3 | $1.57M | Buy |
7,941
+101
| +1% | +$20K | 0.44% | 47 |
|
|
2024
Q2 | $1.43M | Buy |
7,840
+148
| +2% | +$27K | 0.42% | 51 |
|
|
2024
Q1 | $1.4M | Buy |
7,692
+383
| +5% | +$69.9K | 0.42% | 53 |
|
|
2023
Q4 | $1.25M | Buy |
7,309
+407
| +6% | +$69.3K | 0.48% | 42 |
|
|
2023
Q3 | $1.07M | Buy |
6,902
+376
| +6% | +$58.4K | 0.47% | 45 |
|
|
2023
Q2 | $1.06M | Buy |
6,526
+718
| +12% | +$117K | 0.42% | 54 |
|
|
2023
Q1 | $909K | Buy |
5,808
+117
| +2% | +$18.3K | 0.45% | 59 |
|
|
2022
Q4 | $864K | Buy |
5,691
+162
| +3% | +$24.6K | 0.4% | 66 |
|
|
2022
Q3 | $747K | Buy |
5,529
+5,233
| +1,768% | +$707K | 0.38% | 69 |
|
|
2022
Q2 | $43K | Sell |
296
-5,274
| -95% | -$766K | 0.02% | 349 |
|
|
2022
Q1 | $903K | Buy |
5,570
+13
| +0.2% | +$2.11K | 0.4% | 62 |
|
|
2021
Q4 | $954K | Buy |
5,557
+14
| +0.3% | +$2.4K | 0.38% | 65 |
|
|
2021
Q3 | $851K | Sell |
5,543
-628
| -10% | -$96.4K | 0.4% | 63 |
|
|
2021
Q2 | $954K | Buy |
6,171
+352
| +6% | +$54.4K | 0.43% | 56 |
|
|
2021
Q1 | $860K | Buy |
5,819
+826
| +17% | +$122K | 0.42% | 58 |
|
|
2020
Q4 | $705K | Buy |
4,993
+1,075
| +27% | +$152K | 0.4% | 65 |
|
|
2020
Q3 | $505K | Buy |
+3,918
| New | +$505K | 0.3% | 71 |
|