Insigneo Advisory Services’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 | $435K | Buy |
2,125
+715
| +51% | +$146K | 0.04% | 371 |
|
2025
Q1 | $274K | Sell |
1,410
-133
| -9% | -$25.8K | 0.03% | 438 |
|
2024
Q4 | $302K | Sell |
1,543
-529
| -26% | -$104K | 0.03% | 415 |
|
2024
Q3 | $410K | Buy |
+2,072
| New | +$410K | 0.04% | 356 |
|
2024
Q2 | – | Sell |
-1,687
| Closed | -$308K | – | 643 |
|
2024
Q1 | $308K | Hold |
1,687
| – | – | 0.04% | 375 |
|
2023
Q4 | $288K | Buy |
+1,687
| New | +$288K | 0.04% | 335 |
|