Journey Advisory Group’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 | $16.2M | Buy |
79,212
+3,398
| +4% | +$695K | 1.26% | 18 |
|
|
2025
Q1 | $14.7M | Buy |
75,814
+3,777
| +5% | +$733K | 1.2% | 19 |
|
|
2024
Q4 | $13.2M | Hold |
72,037
| – | – | 1.57% | 16 |
|
|
2024
Q3 | $13.2M | Sell |
72,037
-670
| -0.9% | -$122K | 1.57% | 16 |
|
|
2024
Q2 | $13.3M | Buy |
72,707
+4,208
| +6% | +$768K | 1.59% | 15 |
|
|
2024
Q1 | $12.5M | Buy |
68,499
+899
| +1% | +$164K | 1.54% | 16 |
|
|
2023
Q4 | $11.5M | Buy |
67,600
+5,118
| +8% | +$872K | 1.57% | 16 |
|
|
2023
Q3 | $9.71M | Buy |
62,482
+1,632
| +3% | +$254K | 1.45% | 17 |
|
|
2023
Q2 | $9.88M | Buy |
60,850
+36,051
| +145% | +$5.86M | 1.47% | 17 |
|
|
2023
Q1 | $3.82M | Buy |
24,799
+9,734
| +65% | +$1.5M | 0.6% | 49 |
|
|
2022
Q4 | $2.29M | Sell |
15,065
-3,176
| -17% | -$482K | 0.57% | 51 |
|
|
2022
Q3 | $2.47M | Sell |
18,241
-19
| -0.1% | -$2.57K | 0.63% | 43 |
|
|
2022
Q2 | $2.8M | Buy |
18,260
+5,424
| +42% | +$830K | 0.64% | 40 |
|
|
2022
Q1 | $2.08M | Buy |
12,836
+10,872
| +554% | +$1.76M | 0.53% | 51 |
|
|
2021
Q4 | $337K | Buy |
1,964
+134
| +7% | +$23K | 0.09% | 171 |
|
|
2021
Q3 | $281K | Buy |
1,830
+211
| +13% | +$32.4K | 0.09% | 168 |
|
|
2021
Q2 | $251K | Buy |
1,619
+259
| +19% | +$40.2K | 0.08% | 181 |
|
|
2021
Q1 | $200K | Buy |
+1,360
| New | +$200K | 0.07% | 193 |
|