Francis Financial’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 | $244K | Hold |
1,190
| – | – | 0.06% | 81 |
|
|
2025
Q1 | $231K | Hold |
1,190
| – | – | 0.06% | 80 |
|
|
2024
Q4 | $233K | Sell |
1,190
-365
| -23% | -$71.5K | 0.06% | 85 |
|
|
2024
Q3 | $308K | Hold |
1,555
| – | – | 0.08% | 73 |
|
|
2024
Q2 | $284K | Hold |
1,555
| – | – | 0.09% | 69 |
|
|
2024
Q1 | $284K | Hold |
1,555
| – | – | 0.09% | 58 |
|
|
2023
Q4 | $265K | Hold |
1,555
| – | – | 0.11% | 51 |
|
|
2023
Q3 | $242K | Hold |
1,555
| – | – | 0.13% | 45 |
|
|
2023
Q2 | $253K | Hold |
1,555
| – | – | 0.14% | 39 |
|
|
2023
Q1 | $240K | Hold |
1,555
| – | – | 0.16% | 39 |
|
|
2022
Q4 | $236K | Buy |
+1,555
| New | +$236K | 0.22% | 36 |
|