Narus Financial Partners’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 | $355K | Buy |
1,733
+35
| +2% | +$7.16K | 0.11% | 105 |
|
|
2025
Q1 | $329K | Buy |
1,698
+104
| +7% | +$20.2K | 0.11% | 105 |
|
|
2024
Q4 | $312K | Sell |
1,594
-60
| -4% | -$11.8K | 0.11% | 115 |
|
|
2024
Q3 | $328K | Sell |
1,654
-68
| -4% | -$13.5K | 0.12% | 109 |
|
|
2024
Q2 | $314K | Sell |
1,722
-1
| -0.1% | -$183 | 0.13% | 106 |
|
|
2024
Q1 | $315K | Sell |
1,723
-459
| -21% | -$83.8K | 0.13% | 108 |
|
|
2023
Q4 | $372K | Sell |
2,182
-113
| -5% | -$19.3K | 0.18% | 86 |
|
|
2023
Q3 | $357K | Buy |
2,295
+74
| +3% | +$11.5K | 0.18% | 78 |
|
|
2023
Q2 | $361K | Buy |
2,221
+116
| +6% | +$18.8K | 0.19% | 73 |
|
|
2023
Q1 | $324K | Buy |
2,105
+2
| +0.1% | +$308 | 0.18% | 83 |
|
|
2022
Q4 | $319K | Buy |
2,103
+155
| +8% | +$23.5K | 0.18% | 81 |
|
|
2022
Q3 | $263K | Buy |
1,948
+359
| +23% | +$48.5K | 0.17% | 86 |
|
|
2022
Q2 | $228K | Sell |
1,589
-170
| -10% | -$24.4K | 0.15% | 97 |
|
|
2022
Q1 | $285K | Buy |
+1,759
| New | +$285K | 0.16% | 88 |
|
|
2021
Q1 | $264K | Buy |
+1,798
| New | +$264K | 0.16% | 79 |
|
|
2019
Q4 | $221K | Buy |
+1,769
| New | +$221K | 0.15% | 70 |
|
|
2017
Q3 | $375K | Buy |
3,960
+1,217
| +44% | +$115K | 0.33% | 47 |
|
|
2017
Q2 | $254K | Buy |
2,743
+100
| +4% | +$9.26K | 0.24% | 63 |
|
|
2017
Q1 | $238K | Buy |
+2,643
| New | +$238K | 0.23% | 65 |
|