Hofer & Associates’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 | $5.94M | Buy |
29,036
+460
| +2% | +$94.1K | 3.71% | 7 |
|
|
2025
Q1 | $5.54M | Buy |
28,576
+282
| +1% | +$54.7K | 3.76% | 8 |
|
|
2024
Q4 | $5.54M | Sell |
28,294
-506
| -2% | -$99.1K | 3.72% | 9 |
|
|
2024
Q3 | $5.7M | Buy |
28,800
+507
| +2% | +$100K | 3.94% | 8 |
|
|
2024
Q2 | $5.16M | Buy |
28,293
+577
| +2% | +$105K | 4% | 8 |
|
|
2024
Q1 | $5.06M | Buy |
27,716
+838
| +3% | +$153K | 4.26% | 7 |
|
|
2023
Q4 | $4.58M | Buy |
26,878
+265
| +1% | +$45.2K | 4.25% | 8 |
|
|
2023
Q3 | $4.14M | Sell |
26,613
-40
| -0.2% | -$6.22K | 4.24% | 8 |
|
|
2023
Q2 | $4.33M | Sell |
26,653
-314
| -1% | -$51K | 4.16% | 9 |
|
|
2023
Q1 | $4.09M | Sell |
26,967
-102
| -0.4% | -$15.5K | 4.1% | 9 |
|
|
2022
Q4 | $4.11M | Buy |
27,069
+448
| +2% | +$68K | 4.1% | 9 |
|
|
2022
Q3 | $3.6M | Buy |
26,621
+642
| +2% | +$86.8K | 3.87% | 9 |
|
|
2022
Q2 | $3.73M | Buy |
25,979
+444
| +2% | +$63.7K | 3.88% | 9 |
|
|
2022
Q1 | $4.14M | Buy |
25,535
+1,224
| +5% | +$198K | 3.65% | 9 |
|
|
2021
Q4 | $4.18M | Buy |
+24,311
| New | +$4.18M | 3.78% | 9 |
|