New Perspectives Inc’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 | $8.2M | Sell |
40,049
-1,095
| -3% | -$224K | 4.05% | 8 |
|
|
2025
Q1 | $7.98M | Sell |
41,144
-763
| -2% | -$148K | 4.26% | 7 |
|
|
2024
Q4 | $8.21M | Sell |
41,907
-603
| -1% | -$118K | 4.4% | 7 |
|
|
2024
Q3 | $8.42M | Sell |
42,510
-290
| -0.7% | -$57.4K | 4.48% | 7 |
|
|
2024
Q2 | $7.81M | Sell |
42,800
-265
| -0.6% | -$48.4K | 4.17% | 7 |
|
|
2024
Q1 | $7.86M | Buy |
+43,065
| New | +$7.86M | 4.35% | 7 |
|
|
2022
Q4 | $7.1M | Sell |
46,734
-62
| -0.1% | -$9.42K | 5.44% | 7 |
|
|
2022
Q3 | $6.33M | Buy |
46,796
+357
| +0.8% | +$48.3K | 5.45% | 7 |
|
|
2022
Q2 | $6.66M | Buy |
46,439
+1,944
| +4% | +$279K | 5.43% | 7 |
|
|
2022
Q1 | $7.22M | Sell |
44,495
-44
| -0.1% | -$7.14K | 5.2% | 7 |
|
|
2021
Q4 | $7.65M | Sell |
44,539
-711
| -2% | -$122K | 5.41% | 7 |
|
|
2021
Q3 | $6.95M | Buy |
45,250
+437
| +1% | +$67.1K | 5.13% | 7 |
|
|
2021
Q2 | $6.94M | Buy |
+44,813
| New | +$6.94M | 5.39% | 6 |
|