M3 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 | $12.5M | Buy |
60,938
+1,115
| +2% | +$228K | 8.63% | 1 |
|
|
2025
Q1 | $11.6M | Buy |
59,823
+2,625
| +5% | +$509K | 9.17% | 1 |
|
|
2024
Q4 | $11.2M | Buy |
57,198
+2,375
| +4% | +$465K | 8.02% | 1 |
|
|
2024
Q3 | $10.9M | Buy |
54,823
+649
| +1% | +$129K | 7.97% | 1 |
|
|
2024
Q2 | $9.89M | Buy |
54,174
+2,622
| +5% | +$479K | 8.14% | 1 |
|
|
2024
Q1 | $9.41M | Buy |
51,552
+2,369
| +5% | +$433K | 8.53% | 1 |
|
|
2023
Q4 | $8.38M | Buy |
+49,183
| New | +$8.38M | 9.81% | 1 |
|