Morling 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 | $936K | Sell |
4,572
-94
| -2% | -$19.2K | 0.31% | 30 |
|
|
2025
Q1 | $905K | Sell |
4,666
-106
| -2% | -$20.6K | 0.31% | 31 |
|
|
2024
Q4 | $935K | Sell |
4,772
-548
| -10% | -$107K | 0.33% | 29 |
|
|
2024
Q3 | $1.05M | Buy |
5,320
+119
| +2% | +$23.6K | 0.4% | 26 |
|
|
2024
Q2 | $949K | Sell |
5,201
-132
| -2% | -$24.1K | 0.41% | 26 |
|
|
2024
Q1 | $974K | Sell |
5,333
-151
| -3% | -$27.6K | 0.56% | 25 |
|
|
2023
Q4 | $934K | Sell |
5,484
-41
| -0.7% | -$6.99K | 0.75% | 22 |
|
|
2023
Q3 | $858K | Sell |
5,525
-174
| -3% | -$27K | 0.85% | 21 |
|
|
2023
Q2 | $926K | Sell |
5,699
-288
| -5% | -$46.8K | 0.89% | 23 |
|
|
2023
Q1 | $922K | Sell |
5,987
-628
| -9% | -$96.7K | 0.99% | 21 |
|
|
2022
Q4 | $1M | Sell |
6,615
-31
| -0.5% | -$4.71K | 1.28% | 18 |
|
|
2022
Q3 | $898K | Sell |
6,646
-420
| -6% | -$56.8K | 1.22% | 18 |
|
|
2022
Q2 | $1.01M | Sell |
7,066
-337
| -5% | -$48.4K | 1.32% | 18 |
|
|
2022
Q1 | $1.2M | Sell |
7,403
-48
| -0.6% | -$7.78K | 1.52% | 13 |
|
|
2021
Q4 | $1.28M | Buy |
+7,451
| New | +$1.28M | 1.22% | 12 |
|