GFPC
Global Financial Private Client’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Buy |
23,092
+253
| +1% | +$51.8K | 1.77% | 7 |
|
|
2025
Q1 | $4.43M | Buy |
22,839
+62
| +0.3% | +$12K | 1.69% | 7 |
|
|
2024
Q4 | $4.46M | Buy |
22,777
+122
| +0.5% | +$23.9K | 1.67% | 7 |
|
|
2024
Q3 | $4.49M | Sell |
22,655
-78
| -0.3% | -$15.4K | 1.75% | 7 |
|
|
2024
Q2 | $4.15M | Sell |
22,733
-195
| -0.9% | -$35.6K | 1.74% | 7 |
|
|
2024
Q1 | $4.16M | Buy |
22,928
+126
| +0.6% | +$22.9K | 1.79% | 7 |
|
|
2023
Q4 | $3.89M | Buy |
22,802
+941
| +4% | +$160K | 1.82% | 7 |
|
|
2023
Q3 | $3.39M | Sell |
21,861
-84
| -0.4% | -$13K | 1.75% | 8 |
|
|
2023
Q2 | $3.56M | Buy |
21,945
+21,873
| +30,379% | +$3.55M | 1.75% | 8 |
|
|
2023
Q1 | $11.2K | Hold |
72
| – | – | 0.01% | 433 |
|
|
2022
Q4 | $10.9K | Hold |
72
| – | – | 0.01% | 414 |
|
|
2022
Q3 | $9.98K | Hold |
72
| – | – | 0.01% | 409 |
|
|
2022
Q2 | $10.4K | Hold |
72
| – | – | 0.01% | 394 |
|
|
2022
Q1 | $11.7K | Hold |
72
| – | – | 0.01% | 390 |
|
|
2021
Q4 | $12.4K | Hold |
72
| – | – | 0.01% | 374 |
|
|
2021
Q3 | $11.2K | Hold |
72
| – | – | 0.01% | 343 |
|
|
2021
Q2 | $11.2K | Hold |
72
| – | – | 0.01% | 346 |
|
|
2021
Q1 | $10.7K | Hold |
72
| – | – | 0.01% | 312 |
|
|
2020
Q4 | $10.2K | Sell |
72
-15
| -17% | -$2.12K | 0.01% | 307 |
|
|
2020
Q3 | $11.2K | Buy |
87
+16
| +23% | +$2.07K | 0.01% | 300 |
|
|
2020
Q2 | $8.32K | Sell |
71
-100
| -58% | -$11.7K | 0.01% | 352 |
|
|
2020
Q1 | $17K | Sell |
171
-6,902
| -98% | -$685K | 0.02% | 317 |
|
|
2019
Q4 | $882K | Buy |
+7,073
| New | +$882K | 0.74% | 27 |
|