GoalVest Advisory’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 | $122K | Hold |
598
| – | – | 0.03% | 156 |
|
|
2025
Q1 | $116K | Hold |
598
| – | – | 0.03% | 142 |
|
|
2024
Q4 | $117K | Hold |
598
| – | – | 0.03% | 141 |
|
|
2024
Q3 | $118K | Hold |
598
| – | – | 0.03% | 133 |
|
|
2024
Q2 | $109K | Hold |
598
| – | – | 0.03% | 128 |
|
|
2024
Q1 | $109K | Hold |
598
| – | – | 0.04% | 139 |
|
|
2023
Q4 | $102K | Hold |
598
| – | – | 0.04% | 90 |
|
|
2023
Q3 | $92.9K | Hold |
598
| – | – | 0.05% | 110 |
|
|
2023
Q2 | $97.1K | Hold |
598
| – | – | 0.05% | 98 |
|
|
2023
Q1 | $92.1K | Hold |
598
| – | – | 0.05% | 88 |
|
|
2022
Q4 | $90.8K | Hold |
598
| – | – | 0.06% | 91 |
|
|
2022
Q3 | $81K | Hold |
598
| – | – | 0.06% | 98 |
|
|
2022
Q2 | $86K | Sell |
598
-3
| -0.5% | -$431 | 0.05% | 137 |
|
|
2022
Q1 | $97K | Buy |
+601
| New | +$97K | 0.05% | 132 |
|