Mid-American Wealth 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 | $4.25M | Sell |
20,783
-653
| -3% | -$134K | 2.02% | 15 |
|
|
2025
Q1 | $4.16M | Buy |
21,436
+196
| +0.9% | +$38K | 2.23% | 14 |
|
|
2024
Q4 | $4.16M | Sell |
21,240
-2,639
| -11% | -$517K | 2.45% | 12 |
|
|
2024
Q3 | $4.73M | Sell |
23,879
-988
| -4% | -$196K | 2.97% | 10 |
|
|
2024
Q2 | $4.54M | Sell |
24,867
-895
| -3% | -$163K | 2.9% | 8 |
|
|
2024
Q1 | $4.7M | Buy |
25,762
+1,410
| +6% | +$257K | 3.17% | 8 |
|
|
2023
Q4 | $4.15M | Sell |
24,352
-2,817
| -10% | -$480K | 3.08% | 9 |
|
|
2023
Q3 | $4.24M | Sell |
27,169
-9,999
| -27% | -$1.56M | 3.42% | 10 |
|
|
2023
Q2 | $6.03M | Buy |
+37,168
| New | +$6.03M | 4.69% | 6 |
|
|
2022
Q1 | $6M | Buy |
36,968
+2,751
| +8% | +$446K | 4.69% | 4 |
|
|
2021
Q4 | $5.88M | Buy |
+34,217
| New | +$5.88M | 4.72% | 5 |
|