Hoey Investments’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 | – | Sell |
-3,376
| Closed | -$655K | – | 417 |
|
2025
Q1 | $655K | Buy |
3,376
+17
| +0.5% | +$3.3K | 0.13% | 32 |
|
2024
Q4 | $658K | Buy |
3,359
+45
| +1% | +$8.81K | 0.11% | 37 |
|
2024
Q3 | $605K | Hold |
3,314
| – | – | 0.11% | 45 |
|
2024
Q2 | $605K | Hold |
3,314
| – | – | 0.11% | 45 |
|
2024
Q1 | $605K | Sell |
3,314
-582
| -15% | -$106K | 0.13% | 52 |
|
2023
Q4 | $664K | Buy |
+3,896
| New | +$664K | 0.19% | 46 |
|
2021
Q3 | – | Sell |
-82
| Closed | -$13K | – | 246 |
|
2021
Q2 | $13K | Hold |
82
| – | – | ﹤0.01% | 156 |
|
2021
Q1 | $12K | Hold |
82
| – | – | ﹤0.01% | 157 |
|
2020
Q4 | $12K | Hold |
82
| – | – | ﹤0.01% | 133 |
|
2020
Q3 | $11K | Hold |
82
| – | – | ﹤0.01% | 102 |
|
2020
Q2 | $10K | Buy |
+82
| New | +$10K | ﹤0.01% | 108 |
|