Herold Advisors’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 | $421K | Sell |
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|
2025
Q2 | $976K | Sell |
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|
2025
Q1 | $964K | Sell |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.04M | Hold |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $964K | Buy |
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|
2023
Q3 | $878K | Sell |
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|
2023
Q2 | $991K | Sell |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $670K | Buy |
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|
2022
Q3 | $595K | Buy |
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|
2022
Q2 | $632K | Buy |
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|
2022
Q1 | $714K | Buy |
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|
2021
Q4 | $743K | Buy |
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|
2021
Q3 | $480K | Buy |
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