New Century 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 | $223K | Sell |
1,090
-896
| -45% | -$183K | 0.26% | 98 |
|
|
2025
Q1 | $385K | Sell |
1,986
-1,123
| -36% | -$218K | 0.45% | 77 |
|
|
2024
Q4 | $610K | Sell |
3,109
-646
| -17% | -$127K | 0.26% | 119 |
|
|
2024
Q3 | $744K | Sell |
3,755
-149
| -4% | -$29.5K | 0.27% | 112 |
|
|
2024
Q2 | $713K | Buy |
3,904
+1,314
| +51% | +$240K | 0.3% | 100 |
|
|
2024
Q1 | $473K | Hold |
2,590
| – | – | 0.33% | 100 |
|
|
2023
Q4 | $441K | Buy |
+2,590
| New | +$441K | 0.38% | 93 |
|