Great Lakes Retirement’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 | $680K | Sell |
3,309
-107
| -3% | -$22K | 0.08% | 159 |
|
|
2025
Q1 | $663K | Hold |
3,416
| – | – | 0.09% | 158 |
|
|
2024
Q4 | $669K | Hold |
3,416
| – | – | 0.09% | 161 |
|
|
2024
Q3 | $679K | Buy |
3,416
+350
| +11% | +$69.6K | 0.09% | 159 |
|
|
2024
Q2 | $562K | Sell |
3,066
-96
| -3% | -$17.6K | 0.08% | 162 |
|
|
2024
Q1 | $577K | Hold |
3,162
| – | – | 0.09% | 167 |
|
|
2023
Q4 | $539K | Buy |
3,162
+1,261
| +66% | +$215K | 0.09% | 162 |
|
|
2023
Q3 | $297K | Hold |
1,901
| – | – | 0.05% | 196 |
|
|
2023
Q2 | $309K | Hold |
1,901
| – | – | 0.05% | 197 |
|
|
2023
Q1 | $293K | Hold |
1,901
| – | – | 0.06% | 201 |
|
|
2022
Q4 | $289K | Buy |
+1,901
| New | +$289K | 0.07% | 130 |
|
|
2020
Q1 | $561K | Sell |
5,443
-503
| -8% | -$51.8K | 0.26% | 58 |
|
|
2019
Q4 | $739K | Buy |
+5,946
| New | +$739K | 0.23% | 88 |
|