Larson Financial 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 | $1.48M | Sell |
7,246
-21
| -0.3% | -$4.3K | 0.06% | 245 |
|
|
2025
Q1 | $1.41M | Buy |
7,267
+115
| +2% | +$22.3K | 0.07% | 227 |
|
|
2024
Q4 | $1.4M | Buy |
7,152
+28
| +0.4% | +$5.48K | 0.07% | 207 |
|
|
2024
Q3 | $1.41M | Sell |
7,124
-195
| -3% | -$38.6K | 0.08% | 195 |
|
|
2024
Q2 | $1.34M | Buy |
7,319
+5,183
| +243% | +$946K | 0.09% | 172 |
|
|
2024
Q1 | $390K | Sell |
2,136
-222
| -9% | -$40.5K | 0.03% | 271 |
|
|
2023
Q4 | $402K | Sell |
2,358
-223
| -9% | -$38K | 0.04% | 244 |
|
|
2023
Q3 | $401K | Buy |
2,581
+912
| +55% | +$142K | 0.04% | 219 |
|
|
2023
Q2 | $271K | Sell |
1,669
-286
| -15% | -$46.4K | 0.03% | 269 |
|
|
2023
Q1 | $301K | Buy |
1,955
+487
| +33% | +$75K | 0.03% | 260 |
|
|
2022
Q4 | $223K | Buy |
1,468
+333
| +29% | +$50.6K | 0.03% | 285 |
|
|
2022
Q3 | $153K | Buy |
1,135
+466
| +70% | +$62.8K | 0.02% | 306 |
|
|
2022
Q2 | $96K | Sell |
669
-94
| -12% | -$13.5K | 0.02% | 266 |
|
|
2022
Q1 | $124K | Sell |
763
-79
| -9% | -$12.8K | 0.02% | 250 |
|
|
2021
Q4 | $145K | Sell |
842
-14
| -2% | -$2.41K | 0.02% | 226 |
|
|
2021
Q3 | $132K | Buy |
856
+77
| +10% | +$11.9K | 0.03% | 183 |
|
|
2021
Q2 | $121K | Buy |
779
+1
| +0.1% | +$155 | 0.03% | 172 |
|
|
2021
Q1 | $114K | Buy |
778
+2
| +0.3% | +$293 | 0.03% | 165 |
|
|
2020
Q4 | $110K | Sell |
776
-16
| -2% | -$2.27K | 0.04% | 130 |
|
|
2020
Q3 | $102K | Buy |
792
+139
| +21% | +$17.9K | 0.04% | 127 |
|
|
2020
Q2 | $76K | Buy |
653
+350
| +116% | +$40.7K | 0.04% | 153 |
|
|
2020
Q1 | $31K | Sell |
303
-345
| -53% | -$35.3K | 0.02% | 194 |
|
|
2019
Q4 | $81K | Sell |
648
-34
| -5% | -$4.25K | 0.05% | 121 |
|
|
2019
Q3 | $82K | Buy |
682
+381
| +127% | +$45.8K | 0.05% | 112 |
|
|
2019
Q2 | $35K | Buy |
301
+31
| +11% | +$3.61K | 0.03% | 147 |
|
|
2019
Q1 | $30K | Hold |
270
| – | – | 0.02% | 143 |
|
|
2018
Q4 | $26K | Buy |
+270
| New | +$26K | 0.02% | 141 |
|
|
2018
Q1 | – | Sell |
-2,433
| Closed | -$248K | – | 69 |
|
|
2017
Q4 | $248K | Buy |
+2,433
| New | +$248K | 0.21% | 61 |
|