Gryphon Financial Partners’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 | $578K | Sell |
2,823
-176
| -6% | -$36K | 0.08% | 168 |
|
|
2025
Q1 | $582K | Hold |
2,999
| – | – | 0.08% | 149 |
|
|
2024
Q4 | $587K | Sell |
2,999
-324
| -10% | -$63.4K | 0.08% | 140 |
|
|
2024
Q3 | $658K | Sell |
3,323
-18
| -0.5% | -$3.57K | 0.09% | 139 |
|
|
2024
Q2 | $610K | Buy |
3,341
+67
| +2% | +$12.2K | 0.09% | 142 |
|
|
2024
Q1 | $598K | Buy |
3,274
+325
| +11% | +$59.3K | 0.1% | 134 |
|
|
2023
Q4 | $503K | Buy |
+2,949
| New | +$503K | 0.09% | 146 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$102K | – | 807 |
|
|
2018
Q2 | $102K | Hold |
1,000
| – | – | 0.05% | 131 |
|
|
2018
Q1 | $101K | Hold |
1,000
| – | – | 0.05% | 134 |
|
|
2017
Q4 | $102K | Buy |
+1,000
| New | +$102K | 0.06% | 146 |
|