Milestone Investment 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 | $22.9K | Hold |
112
| – | – | 0.01% | 109 |
|
|
2025
Q1 | $21.7K | Hold |
112
| – | – | 0.01% | 111 |
|
|
2024
Q4 | $21.9K | Hold |
112
| – | – | 0.01% | 112 |
|
|
2024
Q3 | $22.2K | Hold |
112
| – | – | 0.01% | 111 |
|
|
2024
Q2 | $20.4K | Hold |
112
| – | – | 0.01% | 110 |
|
|
2024
Q1 | $20.5K | Hold |
112
| – | – | 0.01% | 108 |
|
|
2023
Q4 | $19.1K | Hold |
112
| – | – | 0.01% | 105 |
|
|
2023
Q3 | $17.4K | Hold |
112
| – | – | 0.01% | 264 |
|
|
2023
Q2 | $18.2K | Sell |
112
-50
| -31% | -$8.12K | 0.01% | 97 |
|
|
2023
Q1 | $25K | Hold |
162
| – | – | 0.01% | 254 |
|
|
2022
Q4 | $24.6K | Buy |
+162
| New | +$24.6K | 0.01% | 97 |
|