Guardian Wealth Advisors (Minnesota)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,205
| Closed | -$635K | – | 81 |
|
|
2024
Q3 | $635K | Buy |
3,205
+4
| +0.1% | +$792 | 0.39% | 40 |
|
|
2024
Q2 | $584K | Sell |
3,201
-50
| -2% | -$9.13K | 0.38% | 40 |
|
|
2024
Q1 | $594K | Buy |
3,251
+24
| +0.7% | +$4.38K | 0.39% | 40 |
|
|
2023
Q4 | $550K | Buy |
3,227
+8
| +0.2% | +$1.36K | 0.38% | 40 |
|
|
2023
Q3 | $500K | Buy |
3,219
+4
| +0.1% | +$621 | 0.38% | 38 |
|
|
2023
Q2 | $522K | Buy |
3,215
+20
| +0.6% | +$3.25K | 0.38% | 39 |
|
|
2023
Q1 | $492K | Buy |
3,195
+4
| +0.1% | +$616 | 0.39% | 39 |
|
|
2022
Q4 | $485K | Hold |
3,191
| – | – | 0.43% | 40 |
|
|
2022
Q3 | $431K | Hold |
3,191
| – | – | 0.42% | 40 |
|
|
2022
Q2 | $458K | Buy |
+3,191
| New | +$458K | 0.42% | 40 |
|