Novak & Powell Financial Services’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 | $3.79M | Sell |
18,521
-71
| -0.4% | -$14.5K | 2.63% | 8 |
|
2025
Q1 | $3.61M | Sell |
18,592
-220
| -1% | -$42.7K | 2.24% | 9 |
|
2024
Q4 | $3.68M | Sell |
18,812
-147
| -0.8% | -$28.8K | 2.19% | 8 |
|
2024
Q3 | $3.76M | Sell |
18,959
-805
| -4% | -$159K | 2.18% | 8 |
|
2024
Q2 | $3.61M | Sell |
19,764
-44
| -0.2% | -$8.03K | 2.24% | 8 |
|
2024
Q1 | $3.62M | Sell |
19,808
-1
| -0% | -$183 | 2.71% | 7 |
|
2023
Q4 | $3.38M | Buy |
+19,809
| New | +$3.38M | 2.25% | 9 |
|