Frank Rimerman Advisors’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 | $1.37M | Buy |
6,715
+1
| +0% | +$205 | 0.09% | 166 |
|
|
2025
Q1 | $1.3M | Buy |
6,714
+5
| +0.1% | +$970 | 0.1% | 162 |
|
|
2024
Q4 | $1.31M | Buy |
6,709
+10
| +0.1% | +$1.96K | 0.1% | 152 |
|
|
2024
Q3 | $1.33M | Buy |
6,699
+5
| +0.1% | +$990 | 0.09% | 172 |
|
|
2024
Q2 | $1.22M | Hold |
6,694
| – | – | 0.09% | 181 |
|
|
2024
Q1 | $1.22M | Buy |
6,694
+4
| +0.1% | +$730 | 0.24% | 46 |
|
|
2023
Q4 | $1.14M | Buy |
6,690
+11
| +0.2% | +$1.87K | 0.24% | 45 |
|
|
2023
Q3 | $1.04M | Buy |
6,679
+5
| +0.1% | +$777 | 0.25% | 45 |
|
|
2023
Q2 | $1.08M | Hold |
6,674
| – | – | 0.26% | 44 |
|
|
2023
Q1 | $1.03M | Buy |
6,674
+6
| +0.1% | +$924 | 0.28% | 42 |
|
|
2022
Q4 | $1.01M | Buy |
6,668
+6
| +0.1% | +$911 | 0.32% | 38 |
|
|
2022
Q3 | $900K | Buy |
6,662
+5
| +0.1% | +$676 | 0.32% | 43 |
|
|
2022
Q2 | $955K | Buy |
6,657
+5
| +0.1% | +$717 | 0.36% | 36 |
|
|
2022
Q1 | $1.08M | Sell |
6,652
-614
| -8% | -$99.6K | 0.35% | 39 |
|
|
2021
Q4 | $1.25M | Buy |
7,266
+5
| +0.1% | +$859 | 0.42% | 35 |
|
|
2021
Q3 | $1.12M | Buy |
7,261
+5
| +0.1% | +$768 | 0.43% | 33 |
|
|
2021
Q2 | $1.12M | Hold |
7,256
| – | – | 0.44% | 30 |
|
|
2021
Q1 | $1.07M | Hold |
7,256
| – | – | 0.47% | 26 |
|
|
2020
Q4 | $1.02M | Buy |
+7,256
| New | +$1.02M | 0.46% | 30 |
|