GEN Financial Management’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	$20.6M	Sell	100,550 -40,501	-29%	-$8.3M	16.85%	1
2025 Q1	$27.4M	Sell	141,051 -1,552	-1%	-$301K	18.54%	1
2024 Q4	$27.9M	Buy	+142,603	New	+$27.9M	18.13%	1