Kingswood Wealth Advisors’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 | $5.15M | Sell |
25,171
-983
| -4% | -$201K | 0.41% | 42 |
|
|
2025
Q1 | $5.07M | Sell |
26,154
-3,194
| -11% | -$619K | 0.46% | 37 |
|
|
2024
Q4 | $5.75M | Buy |
29,348
+7,393
| +34% | +$1.45M | 0.43% | 39 |
|
|
2024
Q3 | $4.35M | Sell |
21,955
-521
| -2% | -$103K | 0.31% | 72 |
|
|
2024
Q2 | $4.1M | Buy |
22,476
+7,230
| +47% | +$1.32M | 0.37% | 55 |
|
|
2024
Q1 | $2.78M | Sell |
15,246
-6,609
| -30% | -$1.21M | 0.32% | 68 |
|
|
2023
Q4 | $3.72M | Buy |
21,855
+19,920
| +1,029% | +$3.39M | 0.42% | 44 |
|
|
2023
Q3 | $1.21M | Sell |
1,935
-6,748
| -78% | -$4.22M | 0.21% | 126 |
|
|
2023
Q2 | $1.41M | Buy |
+8,683
| New | +$1.41M | 0.45% | 51 |
|