Gries Financial’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 | $243K | Buy |
+1,185
| New | +$243K | 0.04% | 247 |
|
|
2024
Q4 | – | Sell |
-1,113
| Closed | -$220K | – | 303 |
|
|
2024
Q3 | $220K | Sell |
1,113
-160
| -13% | -$31.7K | 0.04% | 249 |
|
|
2024
Q2 | $232K | Sell |
1,273
-391
| -23% | -$71.4K | 0.05% | 210 |
|
|
2024
Q1 | $304K | Sell |
1,664
-528
| -24% | -$96.4K | 0.05% | 220 |
|
|
2023
Q4 | $374K | Sell |
2,192
-22
| -1% | -$3.75K | 0.08% | 153 |
|
|
2023
Q3 | $344K | Sell |
2,214
-157
| -7% | -$24.4K | 0.09% | 141 |
|
|
2023
Q2 | $385K | Buy |
2,371
+325
| +16% | +$52.8K | 0.11% | 130 |
|
|
2023
Q1 | $315K | Buy |
2,046
+551
| +37% | +$84.9K | 0.09% | 141 |
|
|
2022
Q4 | $227K | Sell |
1,495
-20
| -1% | -$3.04K | 0.08% | 145 |
|
|
2022
Q3 | $205K | Buy |
+1,515
| New | +$205K | 0.09% | 139 |
|