Guardian Wealth Advisors (North Carolina)’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 | $5.98M | Sell |
29,233
-216
| -0.7% | -$44.2K | 0.42% | 45 |
|
|
2025
Q1 | $5.71M | Sell |
29,449
-188
| -0.6% | -$36.5K | 0.46% | 41 |
|
|
2024
Q4 | $5.8M | Sell |
29,637
-4
| -0% | -$783 | 0.46% | 41 |
|
|
2024
Q3 | $5.87M | Sell |
29,641
-1,078
| -4% | -$214K | 0.62% | 27 |
|
|
2024
Q2 | $5.61M | Buy |
30,719
+43
| +0.1% | +$7.85K | 0.66% | 28 |
|
|
2024
Q1 | $5.6M | Buy |
30,676
+2,339
| +8% | +$427K | 0.69% | 26 |
|
|
2023
Q4 | $4.83M | Sell |
28,337
-360
| -1% | -$61.3K | 0.73% | 25 |
|
|
2023
Q3 | $4.48M | Buy |
28,697
+34
| +0.1% | +$5.31K | 0.76% | 22 |
|
|
2023
Q2 | $4.68M | Buy |
28,663
+1,130
| +4% | +$184K | 0.8% | 20 |
|
|
2023
Q1 | $4.24M | Sell |
27,533
-1,229
| -4% | -$189K | 0.74% | 19 |
|
|
2022
Q4 | $4.37M | Sell |
28,762
-362
| -1% | -$55K | 0.84% | 17 |
|
|
2022
Q3 | $3.94M | Sell |
29,124
-320
| -1% | -$43.2K | 0.73% | 17 |
|
|
2022
Q2 | $4.22M | Buy |
+29,444
| New | +$4.22M | 0.77% | 16 |
|