Halpern Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$31.5K Hold
2024
Q2
$29.2K Sell
2024
Q1
$83K Sell
2023
Q4
$88.5K Buy
2023
Q3
$69.3K Hold
2023
Q2
$72.4K Hold
2023
Q1
$68.7K Hold
2022
Q4
$67.7K Hold
2022
Q3
$60.3K Hold
2022
Q2
$64K Hold
2022
Q1
$72.3K Hold
2021
Q4
$76.6K Hold
2021
Q3
$68.5K Hold
2021
Q2
$69K Buy
2021
Q1
$23.8K Hold
2020
Q4
$22.9K Hold
2020
Q3
$20.8K Buy