Helen Stephens Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.04M | Sell |
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|
2025
Q2 | $6.7M | Sell |
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|
2025
Q1 | $6.95M | Sell |
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|
2024
Q4 | $7.38M | Sell |
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|
2024
Q3 | $16.2M | Buy |
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|
2024
Q2 | $14.4M | Buy |
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|
2024
Q1 | $13.6M | Buy |
|
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|
2023
Q4 | $11.9M | Buy |
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|
2023
Q3 | $10.3M | Buy |
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|
2023
Q2 | $10.6M | Buy |
|
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|
2023
Q1 | $9.75M | Buy |
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|
2022
Q4 | $9.31M | Buy |
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|
2022
Q3 | $7.65M | Sell |
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|
2022
Q2 | $8.81M | Buy |
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|
2022
Q1 | $9.88M | Sell |
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|
2021
Q4 | $11.1M | Buy |
|