NFP Retirement 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 | $2.86M | Sell |
13,958
-293
| -2% | -$60K | 0.19% | 76 |
|
|
2025
Q1 | $2.76M | Sell |
14,251
-12
| -0.1% | -$2.33K | 0.22% | 61 |
|
|
2024
Q4 | $2.79M | Sell |
14,263
-894
| -6% | -$175K | 0.22% | 61 |
|
|
2024
Q3 | $3M | Sell |
15,157
-611
| -4% | -$121K | 0.24% | 61 |
|
|
2024
Q2 | $2.88M | Sell |
15,768
-101
| -0.6% | -$18.4K | 0.24% | 62 |
|
|
2024
Q1 | $2.9M | Sell |
15,869
-10
| -0.1% | -$1.83K | 0.25% | 59 |
|
|
2023
Q4 | $2.71M | Sell |
15,879
-293
| -2% | -$49.9K | 0.46% | 49 |
|
|
2023
Q3 | $2.51M | Sell |
16,172
-272
| -2% | -$42.3K | 0.48% | 48 |
|
|
2023
Q2 | $2.67M | Sell |
16,444
-140
| -0.8% | -$22.7K | 0.5% | 48 |
|
|
2023
Q1 | $2.55M | Sell |
16,584
-823
| -5% | -$127K | 0.51% | 48 |
|
|
2022
Q4 | $2.64M | Buy |
17,407
+49
| +0.3% | +$7.44K | 0.58% | 44 |
|
|
2022
Q3 | $2.35M | Sell |
17,358
-610
| -3% | -$82.4K | 0.58% | 48 |
|
|
2022
Q2 | $2.58M | Buy |
17,968
+130
| +0.7% | +$18.7K | 0.65% | 43 |
|
|
2022
Q1 | $2.89M | Buy |
17,838
+4,952
| +38% | +$803K | 0.68% | 44 |
|
|
2021
Q4 | $2.21M | Sell |
12,886
-653
| -5% | -$112K | 0.79% | 28 |
|
|
2021
Q3 | $2.08M | Buy |
13,539
+353
| +3% | +$54.2K | 0.85% | 25 |
|
|
2021
Q2 | $2.04M | Buy |
13,186
+436
| +3% | +$67.5K | 0.79% | 27 |
|
|
2021
Q1 | $1.88M | Buy |
12,750
+1,533
| +14% | +$225K | 0.82% | 31 |
|
|
2020
Q4 | $1.58M | Buy |
11,217
+3
| +0% | +$424 | 0.98% | 29 |
|
|
2020
Q3 | $1.44M | Buy |
11,214
+1,638
| +17% | +$211K | 0.95% | 31 |
|
|
2020
Q2 | $1.12M | Buy |
+9,576
| New | +$1.12M | 0.82% | 35 |
|