Level Financial 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 | $229K | Hold |
1,118
| – | – | 0.07% | 85 |
|
|
2025
Q1 | $217K | Buy |
+1,118
| New | +$217K | 0.07% | 84 |
|
|
2024
Q1 | – | Sell |
-23
| Closed | -$3.92K | – | 251 |
|
|
2023
Q4 | $3.92K | Hold |
23
| – | – | ﹤0.01% | 223 |
|
|
2023
Q3 | $3.57K | Hold |
23
| – | – | ﹤0.01% | 231 |
|
|
2023
Q2 | $3.74K | Hold |
23
| – | – | ﹤0.01% | 233 |
|
|
2023
Q1 | $3.54K | Hold |
23
| – | – | ﹤0.01% | 203 |
|
|
2022
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 211 |
|
|
2022
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 213 |
|
|
2022
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 241 |
|
|
2022
Q1 | $4K | Hold |
23
| – | – | ﹤0.01% | 194 |
|
|
2021
Q4 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 220 |
|