Morling Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $970K | Sell |
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|
2025
Q2 | $936K | Sell |
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|
2025
Q1 | $905K | Sell |
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|
2024
Q4 | $935K | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $949K | Sell |
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|
2024
Q1 | $974K | Sell |
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|
2023
Q4 | $934K | Sell |
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|
2023
Q3 | $858K | Sell |
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|
2023
Q2 | $926K | Sell |
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|
2023
Q1 | $922K | Sell |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $898K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.28M | Buy |
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