MSH Capital 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 | $2.44M | Buy |
11,915
+2,363
| +25% | +$484K | 0.7% | 42 |
|
|
2025
Q1 | $1.85M | Buy |
9,552
+737
| +8% | +$143K | 0.57% | 51 |
|
|
2024
Q4 | $1.73M | Buy |
8,815
+478
| +6% | +$93.6K | 0.54% | 53 |
|
|
2024
Q3 | $1.65M | Buy |
8,337
+417
| +5% | +$82.6K | 0.5% | 64 |
|
|
2024
Q2 | $1.45M | Buy |
7,920
+1,048
| +15% | +$191K | 0.48% | 66 |
|
|
2024
Q1 | $1.25M | Buy |
6,872
+1,246
| +22% | +$228K | 0.44% | 71 |
|
|
2023
Q4 | $959K | Sell |
5,626
-178
| -3% | -$30.3K | 0.36% | 79 |
|
|
2023
Q3 | $902K | Buy |
5,804
+1,110
| +24% | +$172K | 0.35% | 83 |
|
|
2023
Q2 | $762K | Sell |
4,694
-17
| -0.4% | -$2.76K | 0.28% | 99 |
|
|
2023
Q1 | $726K | Buy |
4,711
+1,665
| +55% | +$256K | 0.31% | 94 |
|
|
2022
Q4 | $463K | Buy |
3,046
+527
| +21% | +$80K | 0.21% | 118 |
|
|
2022
Q3 | $340K | Buy |
2,519
+743
| +42% | +$100K | 0.17% | 123 |
|
|
2022
Q2 | $255K | Buy |
+1,776
| New | +$255K | 0.12% | 162 |
|