FSC Wealth 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 | – | Sell |
-34,160
| Closed | -$6.63M | – | 243 |
|
|
2025
Q1 | $6.63M | Sell |
34,160
-791
| -2% | -$153K | 4.35% | 8 |
|
|
2024
Q4 | $6.84M | Buy |
34,951
+4,626
| +15% | +$906K | 4.41% | 7 |
|
|
2024
Q3 | $6.01M | Buy |
30,325
+153
| +0.5% | +$30.3K | 4.31% | 4 |
|
|
2024
Q2 | $5.51M | Sell |
30,172
-685
| -2% | -$125K | 4.07% | 8 |
|
|
2024
Q1 | $5.63M | Sell |
30,857
-1,324
| -4% | -$242K | 3.97% | 9 |
|
|
2023
Q4 | $5.48M | Buy |
32,181
+31,966
| +14,868% | +$5.45M | 4.02% | 10 |
|
|
2023
Q3 | $33.4K | Hold |
215
| – | – | 0.03% | 96 |
|
|
2023
Q2 | $34.9K | Hold |
215
| – | – | 0.03% | 92 |
|
|
2023
Q1 | $33.1K | Hold |
215
| – | – | 0.05% | 74 |
|
|
2022
Q4 | $32.6K | Hold |
215
| – | – | 0.06% | 68 |
|
|
2022
Q3 | $29K | Hold |
215
| – | – | 0.28% | 65 |
|
|
2022
Q2 | $31K | Hold |
215
| – | – | 0.27% | 68 |
|
|
2022
Q1 | $35K | Sell |
215
-73,480
| -100% | -$12M | 0.03% | 76 |
|
|
2021
Q4 | $12.7M | Buy |
+73,695
| New | +$12.7M | 8.58% | 3 |
|