Mosaic Financial 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 | $13.5M | Hold |
66,199
| – | – | 10.37% | 2 |
|
|
2025
Q1 | $12.8M | Sell |
66,199
-12,170
| -16% | -$2.36M | 10.44% | 1 |
|
|
2024
Q4 | $15.3M | Sell |
78,369
-696
| -0.9% | -$136K | 11.01% | 1 |
|
|
2024
Q3 | $15.7M | Sell |
79,065
-573
| -0.7% | -$113K | 11.12% | 1 |
|
|
2024
Q2 | $14.5M | Buy |
79,638
+11,853
| +17% | +$2.16M | 10.44% | 1 |
|
|
2024
Q1 | $12.4M | Buy |
+67,785
| New | +$12.4M | 9.92% | 1 |
|