Founders Financial Securities’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 | $6.98M | Buy |
34,099
+23,721
| +229% | +$4.85M | 0.53% | 43 |
|
|
2025
Q1 | $1.96M | Buy |
10,378
+4,125
| +66% | +$780K | 0.17% | 126 |
|
|
2024
Q4 | $1.22M | Sell |
6,253
-4,085
| -40% | -$800K | 0.11% | 160 |
|
|
2024
Q3 | $2.05M | Sell |
10,338
-4,937
| -32% | -$978K | 0.19% | 107 |
|
|
2024
Q2 | $2.79M | Buy |
15,275
+5,829
| +62% | +$1.06M | 0.26% | 79 |
|
|
2024
Q1 | $1.72M | Sell |
9,446
-427
| -4% | -$78K | 0.18% | 111 |
|
|
2023
Q4 | $1.68M | Sell |
9,873
-750
| -7% | -$128K | 0.19% | 104 |
|
|
2023
Q3 | $1.65M | Buy |
10,623
+4,278
| +67% | +$665K | 0.21% | 89 |
|
|
2023
Q2 | $1.03M | Sell |
6,345
-1,775
| -22% | -$288K | 0.14% | 135 |
|
|
2023
Q1 | $1.25M | Sell |
8,120
-42
| -0.5% | -$6.47K | 0.18% | 111 |
|
|
2022
Q4 | $1.24M | Sell |
8,162
-11,143
| -58% | -$1.69M | 0.2% | 113 |
|
|
2022
Q3 | $2.61M | Sell |
19,305
-1,855
| -9% | -$251K | 0.46% | 50 |
|
|
2022
Q2 | $3.04M | Sell |
21,160
-1,822
| -8% | -$261K | 0.59% | 36 |
|
|
2022
Q1 | $3.73M | Sell |
22,982
-4,282
| -16% | -$694K | 0.66% | 34 |
|
|
2021
Q4 | $4.68M | Buy |
27,264
+14,481
| +113% | +$2.49M | 0.84% | 25 |
|
|
2021
Q3 | $1.96M | Sell |
12,783
-246
| -2% | -$37.8K | 0.4% | 56 |
|
|
2021
Q2 | $2.02M | Buy |
13,029
+5,595
| +75% | +$866K | 0.4% | 53 |
|
|
2021
Q1 | $1.09M | Sell |
7,434
-70,623
| -90% | -$10.4M | 0.25% | 82 |
|
|
2020
Q4 | $11M | Buy |
78,057
+9,115
| +13% | +$1.29M | 2.64% | 9 |
|
|
2020
Q3 | $8.87M | Buy |
68,942
+23,412
| +51% | +$3.01M | 2.83% | 11 |
|
|
2020
Q2 | $5.34M | Buy |
45,530
+27,865
| +158% | +$3.27M | 1.73% | 13 |
|
|
2020
Q1 | $1.83M | Sell |
17,665
-53,172
| -75% | -$5.5M | 0.68% | 19 |
|
|
2019
Q4 | $8.83M | Buy |
70,837
+319
| +0.5% | +$39.8K | 2.99% | 12 |
|
|
2019
Q3 | $8.43M | Buy |
70,518
+60,926
| +635% | +$7.29M | 2.69% | 13 |
|
|
2019
Q2 | $1.11M | Buy |
9,592
+886
| +10% | +$102K | 0.36% | 46 |
|
|
2019
Q1 | $955K | Buy |
8,706
+475
| +6% | +$52.1K | 0.3% | 54 |
|
|
2018
Q4 | $806K | Buy |
8,231
+3,452
| +72% | +$338K | 0.29% | 55 |
|
|
2018
Q3 | $529K | Buy |
+4,779
| New | +$529K | 0.15% | 83 |
|